Jim Parrish
Co-Founder, AIF®

President, Wealth Management Division
Wunderlich Securities
Jim joined Wunderlich in 2011 after a 25-year career as President of the Private Client Group at Morgan Keegan. An Accredited Investment Fiduciary who has managed client assets of over $420 million, he entered the industry with E.F. Hutton after having been a commercial bank lending officer and the owner of a private business. Jim earned an MBA from the University of Kentucky and an undergraduate degree from Western Kentucky University. A resident of Grayton Beach, Florida, he is a member of A Simple Faith and has served on the boards of Youth Villages, United Way of the Mid-South and the Crohn’s and Colitis Foundation.

Bo Parrish
Co-Founder, AIF®

After graduating from Auburn University with a degree in finance and selling books door-to-door with The Southwestern Company, Bo began his financial career with Morgan Keegan in 2003. He spent seven years building his business through comprehensive wealth management and became an Accredited Investment Fiduciary in 2007. He ventured out on his own as an independent advisor with LPL Financial in 2010. Three years later, he joined Dorsey, Wright & Associates in Richmond, Virginia. There he spent a year undergoing an intense study program that refined his knowledge of technical analysis, relative strength and sector rotation investment strategies. In 2016, he and his father Jim established a formal partnership allowing him to return to his roots in working with individual clients. Bo makes his home in Nashville with his wife Mari-Etta, a Dietetics Consultant to the Tennessee Titans and Nashville Predators, and his children, twin boys Tro and Charlie, and daughter Dottie Anne. Bo also competes as an elite amateur triathlete sponsored by the Timex Corporation and Newton Running.

Our Approach

In order to best act as servants for our clients, we conduct a discovery meeting where we seek to gain insight into comprehensive life themes, such as goals, relationships and values, while also taking into account interests, process and assets. This analysis helps us establish lasting legacies for individuals and family business owners by working with a team of professional advisors to address key concerns, such as:

- Making smart decisions about their money
- Mitigating their taxes
- Taking care of heirs and dependents
- Magnifying charitable gifts

By focusing on these interests, we seek to help clients maximize the probability of obtaining the achievements most important to them.