Successful Portfolios

Successful Portfolios

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Independent SEC Registered Investment Advisor
led by Parker Evans, CFA, CFP, and Joe Baer, APMA. Secure your financial future now.

Successful Portfolios LLC is an independent SEC Registered Investment Advisor helping clients plan and manage accounts at Interactive Brokers and Charles Schwab. Established in 2010, today we serve over 150 discerning clients with more than $210,000,000 in assets under management. Our areas of expertise include portfolio management, identifying investment opportunities, and retirement income plann

The 25 highest-paying jobs that don't require a bachelor's degree 06/02/2026

The 25 highest-paying jobs that don't require a bachelor's degree A high school diploma or an associate degree can sometimes lead to high-paying work. About a dozen jobs that usually don't need a bachelor's degree had six-figure median annual pay in May 2025. Air traffic controllers ranked at the top, with an annual wage of $148,080.

Danger! Danger! 06/02/2026

Danger! Danger! Nearly 75% of security execs want to ditch their jobs.

Money Advice for This Year’s Graduates 06/01/2026

Money Advice for This Year’s Graduates What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

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Location

Address


611 Druid Road East, Suite 407
Clearwater, FL
33756

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm