Parallel Advisors, LLC
Austin Witherill is a Wealth Planning Associate at Parallel Advisors, LLC since January 2023, previously serving as a Client Service Associate at Autus Asset Management, LLC from May 2021 to January 2023. Prior experience includes working as an Inside Sales Representative at Waste Management from May 2018 to May 2021, where responsibilities involved generating revenue through sales and customer service across various market areas. Austin Witherill was a walk-on for the Arizona State Men's Basketball Team from July 2014 to March 2018, earning a scholarship and serving as a team captain. Educational qualifications include a Bachelor's degree in Business/Corporate Communications from the W. P. Carey School of Business at Arizona State University and a Financial Planning Certificate from Boston University.
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Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies