Parkway Wealth Management Group, LLC logo

Parkway Wealth Management Group, LLC

Updated today

Client AUM

$1,181,589,445

Clients

1,310

Advisors

18

across 2 offices

About

Parkway Wealth Management Group, LLC is a registered investment adviser that manages about $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit‑sharing plans, charitable entities and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) plan advisory services (through a sub‑advisory arrangement with Institutional Fiduciary Solutions), and ad hoc financial consulting.

Parkway describes a holistic, personalized investment approach that constructs diversified portfolios across equities, fixed income, mutual funds, ETFs, annuity sub‑accounts and alternative investments, with strategies that range from conservative to aggressive. The firm uses both in‑house asset allocation models and third‑party managers or model recommendations, and typically manages client accounts on a discretionary basis; it also offers a wrap program (The Parkway Management Program) through Raymond James that combines custody, trading and advisory services.

Several operational and compensation features distinguish Parkway from many peers: some of its financial advisors are also registered representatives of an unaffiliated broker‑dealer and may recommend brokerage products, and the firm’s advisers may act as licensed insurance agents and receive commissions for insurance sales. Parkway also sponsors a wrap program at Raymond James and discloses receipt of research, marketing and event sponsorship dollars from investment providers and participation in third‑party lead‑generation programs, all of which are noted as potential conflicts and are disclosed in the brochure.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning Services typically range from $1,500 up to or above $10,000; Financial Consulting fees based on specific project and agreed upon case-by-case.

Percentage

up to 1.95% annually

Commissions

Commission on the sale of insurance products; commissions paid directly from insurance companies to Parkway.

Main office

See office

5550 Granite Parkway, Suite 180

Plano TX 75024

Advisors at this office

16

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Michigan · Nebraska · New Hampshire · New York · North Carolina · Oklahoma · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tamlyn B

CFP®, Series 63, Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Tamlyn Baker is a CFP® with 33 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. She has been with Parkway and its related entities since 2016. Outside of her advisory role, she owns and manages B Rocking Ranch LLC, a timberland property, and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a personalized investment approach with diversified strategies across multiple asset classes.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Joel H

Series 63

Plano, TX

Parkway Wealth Management Group, LLC

Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Robert M

Series 63, Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Robert Mcmeen is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach that includes diversified portfolios and offers portfolio management, financial planning, 401(k) plan advisory, and financial consulting services.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Holly P

Series 63, Series 66

Nacogdoches, TX

Parkway Wealth Management Group, LLC

Holly Pace is a financial advisor at Parkway Wealth Management Group, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services and Smith & Partners Financial Services LLC. Holly is also licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm offers portfolio management and comprehensive financial planning with a personalized investment approach that includes diversified portfolios and a range of strategies from conservative to aggressive.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gavin B

CFP®, Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Gavin Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior work includes roles at Raymond James Financial and Cabot Lodge Securities. He is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach, using diversified portfolios and a range of strategies from conservative to aggressive.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ricky B

Series 63, Series 66

Nacogdoches, TX

Parkway Wealth Management Group, LLC

Ricky Brown is a financial advisor with Parkway Wealth Management Group, LLC in Nacogdoches, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at Raymond James Financial and its affiliates from 2007 to 2025 before joining Parkway Wealth Management Group. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach across a broad range of asset classes and typically manages client accounts on a discretionary basis.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John S

Series 66

Plano, TX

Parkway Wealth Management Group, LLC

John Strickland is a financial advisor at Parkway Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 credential and has worked at Parkway Wealth Management Group since 2016, including prior roles at Raymond James Financial Services. Outside of advisory services, he is the owner of Cajun Spirit Enterprises Inc., a support company. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and both in-house and third-party asset allocation models.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Scarlett L

CFP®, Series 66

Nacogdoches, TX

Parkway Wealth Management Group, LLC

Scarlett Long is a CFP® with 21 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. Her prior roles include positions at Raymond James Financial and Smith & Partners Financial Services LLC. She is a partner in Prosperity REIG, LLC, a real estate investment group where she serves in a passive oversight capacity. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and provides comprehensive financial planning, portfolio management, and 401(k) advisory services to individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach utilizing diversified portfolios across various asset classes and offers both discretionary management and a wrap program through Raymond James.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael B

Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Michael Branch is a financial advisor at Parkway Wealth Management Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. In addition to his advisory role, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1.2 billion in discretionary assets, serving individuals, families, business owners, and institutional clients with a holistic investment approach that includes portfolio management and comprehensive financial planning.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jackson B

Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Jackson Baker is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Parkway, he worked at Raymond James Financial Services Advisors and held positions at Texas Tech University, Blinn College, and Frisco ISD. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach with diversified portfolios across various asset classes and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gavin B

Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Gavin Bass is a financial advisor at Parkway Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Parkway, he worked at Howdy Bros. Moving and spent 12 years with China Spring ISD. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic investment approach, constructing diversified portfolios across multiple asset classes with strategies ranging from conservative to aggressive.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Charles T

Series 63, Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Charles Triplett is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkway Wealth Management Group in various capacities since 2016. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers a personalized investment approach that includes portfolio management, financial planning, 401(k) advisory services, and ad hoc consulting, utilizing both in-house and third-party asset allocation models.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Helen C

Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Helen Conley is a financial advisor at Parkway Wealth Management Group, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, and is licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management using a personalized investment approach with portfolios diversified across multiple asset classes and strategies.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael G

Series 63, Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Goodman is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers services including portfolio management, financial planning, and 401(k) plan advisory.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Elizabeth R

Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Elizabeth Rauschmayer is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her role at Parkway, she was with Cabot Lodge Securities, LLC. Outside of finance, she is involved with the 4/4 School of Music. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers portfolio management, comprehensive financial planning, 401(k) plan advisory services, and ad hoc financial consulting.

Private / alternative investments Real estate investing Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this firm
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