Parker earns financial services certification

Published 3:39 pm Tuesday, May 10, 2022

Financial Advisor Roy L. Parker of the financial services firm Edward Jones in Washington has earned the Certified Exit Planning Advisor, or CEPA, professional designation from the Exit Planning Institute, a program designed to enhance skills for serving business owner clients.
Study topics include various aspects of business and succession planning, including assessing business readiness and personal financial preparedness; engaging with the client team of CPAs, attorneys and other professionals; integrating strategies into professional, personal and financial goals; and building and preserving family wealth for future generations.