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Shawn P

CFP®, Series 63, Series 66

Round Rock, TX

Edward Jones

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Multi-generational wealth transfer ESG / Sustainable investing Wealth management Founder/Business Owner
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Sarah D

Series 66

Round Rock, TX

Edward Jones

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with eight years of experience. She has been with Edward Jones since 2017. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, a business currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, affiliated mutual funds, and additional services including tax-efficient solutions and securities-based lending. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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