Kristen Parrott

Client Service Representative

Kristen Parrott brings a strong foundation in financial planning and client service to her role at BCA Private Wealth. She holds her Series 65 license along with her Life, Health, and Disability Producer license, and has earned the National Social Security Advisor (NSSA®) certification. She has also completed the CFP® coursework, further strengthening her knowledge in comprehensive financial planning.

Kristen earned her Bachelor of Science in Finance with a minor in Financial Planning from Illinois State University and is originally from Kansas.

At BCA Private Wealth, Kristen plays a key role in supporting clients and internal operations, applying both her analytical skillset and attention to detail to help keep everything running smoothly.

Outside of the office, Kristen enjoys playing the violin and spending time exploring art and poetry. She and her husband Jesse, a military veteran, live in South Carolina with their two cats, Jack and Genny. Jesse’s roots in South Carolina are what ultimately brought them to the area.


 

Professional Designations

  • National Social Security Advisor (NSSA®) certification

 

  Licenses

  • Series 65
  • South Carolina State Insurance Licenses for Life, Health, and Disability Producer license

 

  Education

  • Illinois State University – Bachelor’s Degree