Parallel Advisors, LLC
Marielle Woods Thompson serves as a Wealth Strategist at Parallel Advisors, LLC since November 2022. Previously, Marielle worked in client development focusing on factor-based portfolio analysis at Fabric from November 2021 to November 2022, a company acquired by MSCI. In a brief tenure as a Customer Success Manager at ZoomInfo from August 2021 to October 2021, Marielle contributed to the team's efforts post-acquisition of Chorus.ai, where serving from March 2019 to August 2021, Marielle became a founding member of the company's diversity and inclusion program, received recognition as Customer Success Rookie of the Year, and won the Customer Obsession Award in 2020. Earlier experience includes a role as Development and Communications Coordinator at The Olympic Club Foundation from June 2017 to February 2019 and an international internship in Jakarta for the World Bank Group in 2013. Marielle holds a Bachelor's degree in Philosophy, Psychology, and Neuroscience from Denison University and is an alumnus of Kent Denver School.
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