Welcome Message

When Stewart and Drew Parker began their careers as financial advisors, they knew two things: they wanted to help people, and they had a knack for finance. What they didn't know was that over twenty years later The Parker Group would be one of the premier advisory groups in Middle Tennessee. In 2016, the team's growth required a third advisor to ensure excellent customer service. Richard Law joined the Parkers that February. The team now resides in Columbia, Tennessee, but has clients all over the country. What does it mean to work with The Parker Group? When an individual, family, or business chooses to work with The Parker Group at Morgan Stanley, they aren’t just hiring financial consultants.  As trusted advisors, The Parker Group works to understand the goals and dreams of their clients in order to create the financial structure and process to succeed in life's critical moments. With extensive experience, their entire team is qualified to deliver a turnkey planning approach to your family or business. Whether you live in Columbia, Spring Hill, Nashville or another state, they look forward to meeting you!
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Asset Management2
  • Corporate Retirement Plans3
  • Endowments and Foundations4
  • Financial Planning5
  • LGBT Planning Services
  • Professional Portfolio Management6
  • Retirement Planning7
  • Wealth Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Stewart Parker

Stewart Parker



1996 - 2008: Senior Financial Advisor and Branch Manager at Merrill Lynch Pierce Fenner & Smith

2001: CIMA®- Certified Investment Management AnalystSM

2008 - 2012: Financial Advisor and Vice President

2012: Institutional Consulting Group Director

2012-Present: Financial Advisor and First Vice President



Drew Parker



2002-2008: Senior Financial Advisor at Merrill Lynch Pierce Fenner & Smith

2004: CRPC®- Chartered Retirement Planning CounselorSM

2005: CFP®- Certified Financial Planner™

2008-2014: Financial Advisor and Assistant Vice President

2010: CRPS®- Chartered Retirement Plans SpecialistSM

2012: Corporate Retirement Director

2015-Present: Financial Advisor and Vice President

    Our Clients

    Business Owners and Executives
    Corporate Consultants
    Corporate Retirement Plans
    Dentists
    High Net-Worth Individuals and Families
    Not For Profit Organizations and Endowments
    Physicians

      Community Involvement

      Boy Scouts of America- Duck River District
      Boys and Girls Club of Maury County
      CASA of Maury County
      Columbia Academy School Arts and Athletics Programs
      Columbia Central High School Football Program
      Columbia Noon Rotary Club
      Columbia State Community College Baseball Program
      Ducks Unlimited- Duck River Chapter
      Fight Like Dylan Golf Tournament
      Habitat for Humanity
      Leadership Maury
      Maury County Chamber and Economic Alliance
      Maury Regional Health

        Location

        21 Public Square
        Columbia, TN 38401
        US
        Direct:
        (931) 560-1900(931) 560-1900
        Toll-Free:
        (866) 816-5595(866) 816-5595

        Meet The Parker Group

        About Me

        Stewart has been providing wealth management strategies to families and institutions across the United States for more than 15 years. Prior to joining Morgan Stanley* in 2008 he served in various strategic investment advisory and management rolls at Merrill Lynch Pierce Fenner & Smith. A 1996 graduate of The University or Tennessee, in 2001 he was presented with the Certified Investment Management Analyst professional designation by the Wharton School of Business. Stewart holds Series 7, 9, 10, 63, and 65 licenses and is a member of the Investment Management Consulting Association.

        Stewart and his wife Sara live in Maury County Tennessee with their children Morgan Grace Parker and Brace Rand Amit Parker. Stewart is an Eagle Scout, Rotarian, avid automobile collector and member of the Maine Lobstermen’s Association.
        Securities Agent: TX, TN, WI, VA, SC, OH, NY, NJ, NC, MS, MI, ME, MA, LA, KS, IN, IL, GA, FL, CO, CA, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative

        About Me

        Drew Parker is a Financial Advisor at Morgan Stanley* and began his career in the financial services industry in 2002, after receiving his baccalaureate degree from Auburn University.  Drew joined Morgan Stanley* in 2008 after becoming a Senior Financial Advisor at another major wire house.

        Drew is experienced in qualified and non-qualified retirement plan design.  As one of the financial advisors at Morgan Stanley* to be awarded the title of Corporate Retirement Director, he provides consulting services to corporate executives and human resource teams regarding their employee retirement plans.

        A Certified Financial Planner Practitioner, CFP®, a Chartered Retirement Plans Specialist, CRPS, and Chartered Retirement Planning Counselor, CRPC, Drew has extensive experience in all aspects of financial planning, and helps his clients to achieve their financial goals by seeking to establish and completing a roadmap to success. 

        As an active community member, Drew has served as president of both the Maury County Historical Society and the Tombigbee chapter of the Sons of the American Revolution; as well as Board Chair for the Maury County Chamber and Economic Alliance.  He currently serves as Board Chair of the Boys and Girls Club of Maury County.


        Drew lives with his wife, Kristin, sons, Jackson and Ryan, and daughter Caroline in Columbia, Tennessee and enjoys spending time with them, attending football games and gardening in his time away from work.
        Securities Agent: TX, TN, WI, VA, SC, OH, NY, NJ, NC, MS, MI, ME, MA, LA, KS, IN, IL, GA, FL, CO, CA, AL; General Securities Representative; Investment Advisor Representative

        About Me

        Richard Law joined Morgan Stanley in 2016 after the completion of his baccalaureate degree in Finance at Freed Hardeman University.  As an undergraduate he was perennial member of the Dean’s List and was a Magna Cum Laude graduate.  From 2014-2015, Richard led the Clayton Investment Team, a select undergraduate assignment that managed an all-equity porfolio, as Portfolio Manager. 

        Richard lives with his wife, Toria in Franklin, Tennessee.  He is an active outdoorsman, where he enjoys hunting, fishing, and golfing.  He is an active member of Hillsboro Church of Christ and volunteers for Ducks Unlimited and Habitat for Humanity.
        Securities Agent: TN, VA, TX, SC, OH, NY, NJ, NC, MS, ME, MA, LA, IN, IL, GA, FL, CO, CA, AL; General Securities Representative; Investment Advisor Representative
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
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        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Ready to start a conversation? Contact The Parker Group today.
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        Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

        1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

        5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

        6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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