- Lexington, KY
- Direct Line: 859.425.7782
David Parks, CPA, ABV
Senior Wealth Advisor
Professional Experience
David has more than 30 years of public accounting experience, during which time he has performed a variety of audit, tax, and business consulting services for clients in multiple industries. Fore more than 15 years, David spent nearly all of his time performing business valuations and a variety of advisory services for individuals and corporate clients. David currently spends most of his professional time serving as a Senior Wealth Advisor for Dean Dorton Wealth Management, a registered investment advisory firm that is an affiliate of Dean Dorton.
He provides clients with comprehensive wealth management services, assisting them with retirement savings and spending strategies, investment consulting, portfolio management, integrated income and estate tax planning, and a host of other financial planning services.
David has valued companies engaged in the coal, oil and gas, construction, manufacturing, transportation, equine, healthcare, banking, and wholesale distribution industries. He has also valued a variety of retail establishments (including restaurants), service businesses, and holding companies owning real estate, marketable securities, closely-held stocks, and other assets. In addition, David provides various tax and consulting services to companies engaged in the construction industry.
Professional Activities
- Accredited in Business Valuation by the AICPA
- American Institute of Certified Public Accountants, Business Valuation and Forensic & Litigation Services Section
- Kentucky Society of Certified Public Accountants, Former Business Valuation and Litigation Committee Member
- Financial Consulting Group Member
Community Involvement
- Porter Memorial Baptist Church, Member, Deacon, and Teacher
- New Life Day Center, Former Board Member
- North American Mission Board, Former Trustee and Financial Services Committee Chair
- Periodically teaches/facilitates personal finance courses for community groups
Education
- Master of Science in Business Administration, 1990, Murray State University, Murray, Kentucky
- Bachelor of Science in Accounting, summa cum laude, 1987, Murray State University, Murray, Kentucky