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Paul L. Parnell, APMA®, CRPC®

Paul Parnell

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Paul L. Parnell, APMA®, CRPC®

Managing Partner | Wealth Advisor 

Paul is a Founding Partner of Ballast Advisors.  He has over twenty-three years of experience in guiding clients and helping them prepare for a sound financial future. He specializes in financial planning, including wealth management solutions and risk reduction strategies for a select group of families, professionals, business owners, and retirees. Paul also oversees the general business and strategic direction of the firm. He serves on the firm’s Executive and Investment Policy Committees.

He is an Accredited Portfolio Management Advisor (APMA®) and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He is a member of the Financial Planning Association. He serves on several local boards, including the board of directors for the Woodbury Community Foundation, where he works to enforce their mission connecting people and organizations with causes that matter.  

Paul resides in Woodbury, MN with his wife, Gloria and children.  In addition to spending time with his family, he enjoys golfing, reading and running.

 

Scott Peterson

Tel: 941.621.4015
[email protected]
223 Taylor Street, Suite 1214
Punta Gorda, FL 33950-3901

ballastadvisors.com

Scott Peterson

Wealth Advisor

Scott has twenty-seven years of experience in the financial services industry and has been working as a financial advisor for the past twelve years.  At Ballast Advisors, Scott strives to educate clients and assist in making progress toward their financial goals and dreams. He develops sustained and actionable solutions through his hands-on approach to financial planning. He plays an important role in guiding our investment strategy, portfolio management and providing ongoing financial planning to new and existing clients. Prior to becoming a financial advisor, Scott worked in fixed income trading for Ameriprise Financial and Washington Square Securities. 

Scott graduated with a Bachelor of Arts in Economics from St Olaf College in Northfield, Minnesota.