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February 2019 Speaker: Mark Parrott | Creative Retirement Planning

Updated: Mar 21, 2022

Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement. A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions.

After spending his formative years at Merrill Lynch, helping them bring public the likes of Callaway Golf, Boston Chicken and Snapple, Mark moved on to lead Creative Retirement Planning, and has been doing so for the last 20 years. During that time, Mark has co-hosted the "Money Talks" radio show. He is a former Vistage Chair, member, veteran speaker of more than 250 presentations and three All-City events for Vistage International, Vistage Florida, TEC Midwest and TEC Canada. With Keynotes for the likes of AICPA conference on trends and the Mid Atlantic CFO Builders conference among others. Mark recently published the book Meta-Trends and the Next Economy.

Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz. He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.

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