Parallel Advisors, LLC
William Clements has extensive experience in wealth and investment management, currently serving as Principal at Parallel Advisors since February 2013. Clements previously held the position of Director at Barclays' Wealth and Investment Management from 2011 to early 2013, and before that served as Principal at Bernstein Global Wealth Management from 2004 to 2011. Clements also has a history of leadership roles, including Chairman & CEO at Acueity from 1999 to 2003 and Principal at Babcock & Brown from 1995 to 1999. Earlier in their career, Clements was the Senior Vice President at both General Electric (1991-1995) and Comdisco (1980-1991). Academic credentials include a Doctor of Law (J.D.) from the University of California, Berkeley, School of Law (1971-1974) and a Bachelor's degree in Economics from the University of Washington (1967-1971).
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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