Parallel Advisors, LLC
Kevin Williamson is a seasoned finance professional with extensive experience in trading and advisory roles. Currently serving as Trading Manager at Parallel Advisors, LLC since February 2023, Kevin previously held various positions at Charles Schwab from 2007 to February 2023, including Sr. Institutional Equity Trading Specialist and Strategic Trading. Earlier roles include Registered Associate/Advisory Service Block Trader at Nollenberger Capital Partners and Financial Advisor at Hambrecht & Quist, where responsibilities encompassed restricted stock sales and corporate stock option services. Kevin began their career as a Registered Sales Associate at Kidder Peabody. Kevin holds a BA in Government from the University of San Francisco and attended the University of San Diego.
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Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies