Our Team

 

Waters, Parkerson & Co., LLC retains a small, intimate team of advisors and staff who wear multiple hats — acting as immediate resources for clients on a variety of topics. Upholding the integrity and values of our late founders, Arthur Waters and Godfrey R. Parkerson, Waters, Parkerson & Co.’s fifth generation of investment advisors continues to serve clients with qualities that distinguish ourselves from our peers.

 
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J. Baldwin Montgomery, CFA
Co-Managing Partner, Member of the Investment Committee

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Devin J. Wakeman
Co-Managing Partner, Member of the Investment Committee

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L. Reiss Eagan, CFP®
Partner, Member of Investment Committee

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David T. Pointer
Partner

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Michael B. Whealdon
Partner, Member of the Investment Committee

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Todd Johnson
Investment Counselor, Member of the Investment Committee

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Julie Waters Burlingame
Chief Compliance Officer, Fixed Income Trading

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Peggy Caputo
Client Services

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Carma O’Sullivan
Client Services

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Anne Kock
Client Services

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