Austin, TX Parkstone Heights Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

5

Of 2,816 advisors across 1,211 offices

Location

4101 Parkstone Heights, Suite 260

Austin TX 78746

Advisors at this office

5

Advisors at this office

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Jessica B

CFP®, Series 66

Austin, TX

Commonwealth Financial Network

Jessica Blood is a CFP® professional with 18 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and operates PlanWise Financial Group, a private entity through which she conducts securities, advisory, and insurance business. Her career includes roles at Austin Financial Partners and a long tenure at Commonwealth Financial Network since 2009. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Sarah Q

Series 66

Austin, TX

Commonwealth Financial Network

Sarah Quinn is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career has been predominantly with Commonwealth Financial Network, where she has worked in multiple periods since 2016, including her current role at PlanWise Financial Group since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, and comprehensive back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John B

CFP®, CFA®, Series 66

Austin, TX

Commonwealth Financial Network

John Blood is a financial advisor with Commonwealth Financial Network in Austin, TX, holding CFP® and CFA® designations and over 19 years of industry experience. His prior experience includes roles at Ladenburg Thalmann Financial Services, JJCC Financial, and Efficient Advisors. Outside of his advisory work, he is licensed as a residential real estate sales agent in Austin. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, compliance, and practice-management support. The firm offers a range of program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rhea D

Series 66

Austin, TX

Commonwealth Financial Network

Rhea Doctor is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and previously worked at Dimensional Fund Advisors for six years. Outside of her advisory role, she engages in crafting and sells handmade bookmarks, postcards, ornaments, and coasters through an online business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, providing various investment options such as mutual funds, ETFs, individual securities, and personalized indexing.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Maya W

Series 66

Austin, TX

Commonwealth Financial Network

Maya Werner is a financial advisor at Commonwealth Financial Network with a Series 66 license and two years of industry experience. She has worked at both PlanWise Financial Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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