Optima Asset Management LLC

PDS Wealth Management, located in Palm Beach, Florida, is led by Director Tommy Parker, who brings over a decade of experience in professional golf, mutual fund sales, and high-grade credit. Specializing in business development, Tommy introduces new clients to the firm's investment processes and holds a CFA designation, demonstrating his expertise in finance.

Prior to joining PDS, Tommy served as a financial advisor at Merrill Lynch, working in various capacities within the institutional corporate bond department. He is an alumnus of Stetson University, where he earned a Bachelor of Business Administration with a concentration in Finance and played four years of varsity golf.

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