Even beyond meeting your financial needs, our team strives to make a profound difference in your life. Our ultimate mission is to help you become and remain successful with your money—because we know that with the confidence that your finances are accounted for, you can genuinely enjoy more of your life. That’s what we want for every single one of our clients.
After 15 years of service as a financial advisor with both Morgan Keegan and Wunderlich Securities and as a portfolio consultant with Dorsey Wright and Associates, Bo has narrowed his focus to one unique service offering. Working within the parameters of corporate sponsored retirements plans, he builds customized portfolios directly for the participant. Over the years Bo has discovered that a company sponsored retirement plan is the largest asset for most clients. This asset is extremely valuable and must be designed and monitored carefully throughout a career and into retirement. Once the initial portfolio is implemented Bo establishes an ongoing evaluation schedule according to the communication preferences of the client.
The next step in Bo’s process is the construction of a personal business plan. This is designed to guide professionals and business owners through key financial milestones in their careers and personal lives. In working with Bo and the Southern Edge Wealth Solutions team, successful individuals and families can expect:
Bo holds a B.A. in Business Administration from Auburn University. He is a former professional triathlete for the Timex Multisport Team as well as an author and motivational speaker. He and his wife Marietta have 4 children, twin boys and 2 little girls.
Experience in strategy and financial planning are primary skills Scott Poore brings to the table for Southern Edge Wealth Solutions. Poore’s twenty-six years of client success and impressive list of industry certifications contribute to the team’s value. Scott also serves as the Chief Investment Officer of Eudaimonia Group, the holding company for the Southern Edge platform provider.
Prior to joining Eudaimonia in 2019, Poore served as director of investment services for B. Riley Wealth Management and held similar positions with Wunderlich Securities and Morgan Keegan.
Scott holds a B.A. in political science and history from the University of Tennessee and earned his M.B.A. in finance from Christian Brothers University. He is a member of the Board of Directors of TEN45, Inc. Scott and his wife Meredith have two children, both boys.
To learn more about these designations, click on the links below.
AIF® (Accredited Investment Fiduciary)
AWMA® (Accredited Wealth Management Advisor)
APMA® (Accredited Portfolio Management Advisor)
(1950 - 2023)
Jim Parrish was our co-founder, friend, father, and mentor of many years. Jim passed away in 2023 as the result of a tragic bike accident. His experience in the financial services industry and his love of people helped shape the very principles we use to help our clients to this day. He will be forever missed.
In 2019, Jim Parrish joined Eudaimonia Group as Chairman. He was the former vice chairman of B. Riley Wealth Management (previously Wunderlich Securities) as well as former president of their Private Client Group.
Previously, Mr. Parrish held several positions with Morgan Keegan & Co over 23 years, served as president of their Private Client Group, branch manager of the firm’s Nashville, Louisville and Bowling Green offices, as well as regional manager over offices in Kentucky, Tennessee, Alabama, Virginia, and North Carolina. He entered the investment industry with EF Hutton following success as a small business owner and commercial banker.
Mr. Parrish received his B.S. in economics from Western Kentucky University and earned an M.B.A. in finance from the University of Kentucky.
