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James Wesley Parker Edit Profile

Naval officer , Investment company executive

James Wesley Parker, American former naval officer, investment company executive. Registered securities broker, life insurance agent, California, real estate agent, California, registered finance consultant; accredited estate planner.

Background

Parker, James Wesley was born on July 31, 1917 in Portsmouth, Virginia, United States. Son of Charles Wesley Parker and Dempsey Elizabeth Darden.

Education

Bachelor, Elon University, 1939. Master of Business Administration, Stanford University, 1951.

Career

Commissioned ensign United States Navy, 1940, advanced through grades to captain, 1959, retired, 1962. Vice president, general manager southern division Montgomery Brothers, Inc., Los Angeles, 1962—1966. Director communications Master Charge, Western States Bancard Association, 1967—1970.

Operations manager National BankAmericard, 1971—1973. Vice president Bank of America, 1974—1987, Bank of California, 1987—1992, Pacific Trust Company, 1992—1994, Comerica Bank, 1994—1995, Kelmoore Investment Company, Palo Alto, California, 1996, executive vice president, 1997—2002, consultant, 2002—2003.

Achievements

  • Registered securities broker, life insurance agent, California, real estate agent, California, registered finance consultant. Accredited estate planner.

Membership

Board directors Diablo Valley Estate Planning Council, Walnut Creek, California, 1986-1995, Planned Giving Council Santa Cruz County, California, 1993-1994, Tri-Valley Estate Planning Council, 1989-2002, president 1996. Member Santa Clara County Estate Planning Council, 1988-2002, Estate Planning Council Southern Alameda County, 1988-1992, Santa Cruz County Estate Planning Council, 1989-2002, San Mateo County Estate Planning Roundtable, 1989-1998, Silicon Valley Planned Giving Council, since 1992, Northern California Planned Giving Council, 1997-2002, Finance Planning Forum, since 1988, Peninsula Estate Planning Council, San Mateo, California, since 1980, president, 1996-1998, Tri-Valley Estate Planning Council, 1996. Active East Bay Estate Planning Council, Oakland, California, since 1991, president 1997-1998.

Bass Calvarymen Gospel Quartet. Big band saxaphonist, clarinetist Elon College and United States Ship Kasaan Bay. Violinist Norfolk Symphony Orchestra, 1934-1935, Bethel Church Orchestra, San Jose, California.

Member Finance Planning Association (board directors Silicon Valley chapter 1997-1999), National Association Estate Planners Councils, Institute Certified Investment Management Consultant, Alameda County Bar Association (estate planning probate section 1988-1993), San Mateo County Bar Association (estate planning probate section 1983-1995), Santa Clara County Bar Association (estate planning probate section 1988-2002), Pi Gamma Mu, Alpha Pi Delta.

Interests

  • Other Interests

    Golf, photography, music.

Connections

Married Mary Elizabeth Mara, October 12, 1946. Children: Diane Marie Wright, Susan Gertrude Kennelly.

father:
Charles Wesley Parker

mother:
Dempsey Elizabeth Darden

spouse:
Mary Elizabeth Mara

child:
Diane Marie Wright Parker

child:
Susan Gertrude Kennelly Parker