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.
J. Baldwin Montgomery, CFA
Co-Managing Partner, Member of the Investment Committee
Devin J. Wakeman
Co-Managing Partner, Member of the Investment Committee
L. Reiss Eagan, CFP®
Partner, Member of Investment Committee
David T. Pointer
Partner
Michael B. Whealdon
Partner, Member of the Investment Committee
Todd Johnson, CFP®
Investment Counselor, Member of the Investment Committee
Julie Waters Burlingame
Chief Compliance Officer, Fixed Income Trading
Peggy Caputo
Client Services
Carma O’Sullivan
Client Services
Anne Kock
Client Services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Waters, Parkerson & Co., LLC is engaged, or continues to be engaged, to provide investment advisory services.