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Parker Wynot
Financial Assistant
for Christopher Portner, M.S., CFP®,
and Eric Wyss, CFP®, CLU®, AEP®
Client Relationship Manager
for Andrew Horowitz, CFP®
About Parker Wynot
Parker is a Financial Assistant to Christopher Portner and Eric Wyss, as well as a Client Relationship Manager for Andrew Horowitz. Prior to joining Heritage full-time, he worked as an intern for Thomas Spray-Fry at Heritage for a little over a year as he finished up his college studies at Towson University. At Towson, he earned a B.S. in Business Administration with a concentration in Investments and a minor in Accounting.
Parker currently holds his series 7 & 66 licenses and is licensed in Life, Health, Property and Casualty insurance. He is now beginning his studies to take the CERTIFIED FINANCIAL PLANNER® exam.
Parker currently lives in Glen Burnie, and in his spare time, he enjoys playing and watching sports, hanging out with friends and family, attending music concerts, and going to the gym.
Education
- B.S. in Business Administration – Investments, with a minor in Accounting, Towson University
Certifications
- Series 7 & 66 registered
- Life and Health insurance licensed
- Property and Casualty insurance licensed
