Waco, TX Crosslake Parkway Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,173 offices

Location

5401 Crosslake Parkway, Suite 300

Waco TX 76712

Advisors at this office

3

Advisors at this office

Shawna B

Series 66

Waco, TX

Edward Jones

Shawna Bradfute is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked with the Brazos County Drug Court and operated the Law Office of Shawna B. Roscom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Founder/Business Owner
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Cameron B

Series 66

Waco, TX

Edward Jones

Cameron Barnes is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with less than one year of industry experience. Before joining Edward Jones in 2026, he worked at Fastenal Company for four years and held brief roles at Asset Living, Auntie Pasta, and Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

Richard W

Series 63, Series 65

Waco, TX

Edward Jones

Richard Wallace is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a part owner and operator of a cattle ranch and serves as a director of the Waco Sunrise Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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