Bob Higgins
Principal at Parallel Advisors | San Francisco, California, United States
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As Principal at Parallel Advisors, Bob Higgins leverages over two decades of experience in the financial services industry, particularly from his tenure as a Vice President and Financial Consultant at Merrill Lynch. His deep expertise in investment advisory and wealth management has positioned him as a trusted partner for clients, especially physicians and other professionals seeking tailored financial solutions. At Parallel Advisors, Bob is instrumental in developing comprehensive wealth management programs that address the unique financial challenges faced by high-earning professionals.
Bob's approach is rooted in a commitment to transparency and conflict-free advice, aligning perfectly with Parallel Advisors’ open architecture model. This structure allows him to craft personalized investment strategies that encompass a diverse array of asset classes, including mutual funds, hedge funds, and fixed income securities. His proficiency in portfolio management and financial planning enables him to guide clients through complex financial landscapes, ensuring they achieve their long-term goals.
Currently, Bob is spearheading key projects that focus on enhancing client engagement and education, empowering them to make informed decisions about their financial futures. His dedication to client management is evident in his proactive communication style and his ability to simplify intricate financial concepts. By fostering strong relationships built on trust and integrity, Bob continues to elevate the standard of wealth management services at Parallel Advisors, making a significant impact on the financial well-being of his clients.
Principal at Parallel Advisors in September 2009 to Present
Vice President/Financial Consultant at Merrill Lynch in December 1989 to September 2009
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Alternative Investments
Financial Modeling
Valuation
Equities
Investment Advisory
Retirement
Asset Managment
Wealth Management
Financial Analysis
Asset Allocation
Retirement Planning
Financial Advisory
Portfolio Management
Finance
Mutual Funds
Strategic Financial Planning
Wealth Management Services
Asset Management
Fixed Income
Investment Management
Financial Planning
Investment Strategies
Hedge Funds
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Discover more about Parallel AdvisorsWhat is Bob Higgins email address?
Email Bob Higgins at [email protected] and [email protected]. This email is the most updated Bob Higgins email found in 2026.
What is Bob Higgins phone number?
Bob Higgins phone number is +12565661956 and +14156377831.
How to contact Bob Higgins?
To contact Bob Higgins send an email to [email protected] or [email protected]. If you want to call Bob Higgins try calling on +12565661956 and +14156377831. (updated on October 24, 2024)
What is Bob Higgins net worth?
Bob Higgins has an estimated net worth of -$2,499 to $2,499
What company does Bob Higgins work for?
Bob Higgins works for Parallel Advisors
What is Bob Higgins's role at Parallel Advisors?
Bob Higgins is Principal
What industry does Bob Higgins work in?
Bob Higgins works in the Financial Services industry.
Bob Higgins Email Addresses
Bob Higgins Phone Numbers
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