Coral Springs, FL Office
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Parallel Advisors, LLC
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About
Parallel Advisors serves individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, estates and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm also offers stand‑alone financial planning and tax preparation services and can recommend independent managers and private investment funds as part of client implementations.
Investment management typically allocates across fixed income, mutual funds, exchange‑traded funds and independent managers using fundamental, technical and cyclical analysis, with strategies that can include covered‑call and other options transactions. Parallel treats cash as an asset class, manages model portfolios, and uses technology platforms (eMoney, ByAllAccounts, Plaid and Pontera) to consolidate and, where authorized, implement tax‑efficient rebalancing in held‑away accounts; it also uses adviser‑only vehicles such as Dimensional funds and may employ interval or private fund allocations when suitable.
Noteworthy aspects that differ from many peers include an affiliated trust company that the firm may recommend for fiduciary services, a formal policy governing limited use of artificial intelligence tools, and the routine integration of held‑away account management through the Pontera platform. The firm’s participation in Fidelity’s WAS referral program, receipt of custodian support services, use of third‑party class‑action filing services and occasional allocations to less liquid products introduce operational and potential conflict‑of‑interest considerations clients should review.
Based on Parallel Advisors, LLC
Expertise
Based on Parallel Advisors, LLC
Location
11555 Heron Bay Boulevard, Suite 200
Coral Springs FL 33076
Advisors at this office
2
Advisors at this office
Jacalyn F
Series 63, Series 65
Coral Springs, FL
Parallel Advisors, LLC
Jacalyn Ferreira is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Eaton Financial Group and Royal Capital Management LLC. Parallel Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, businesses, trusts, estates, and charitable organizations. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and utilizes technology platforms for tax-efficient account management and portfolio rebalancing.
Douglas E
Series 63, Series 65
Coral Springs, FL
Parallel Advisors, LLC
Douglas Eaton is a financial advisor at Parallel Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sorrento Pacific, Fiduciary Planning, LLC, and First Allied Securities. Eaton is the president of Eaton Financial Holdings Company and serves as president of the Parkland Chamber of Commerce. He is also involved as an advisory board member for Tomorrow’s Rainbow and is a co-founder and president of 401k Simplified, which provides education and tailored 401(k) plans for small businesses. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes allocation across fixed income, mutual funds, ETFs, and independent managers using fundamental, technical, and cyclical analyses, alongside strategies such as covered calls and options transactions.
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