Nacogdoches, TX Office
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Parkway Wealth Management Group, LLC
Team
Firm-wide stats for Parkway Wealth Management Group, LLC
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.
Based on Parkway Wealth Management Group, LLC
Expertise
Based on Parkway Wealth Management Group, LLC
Location
3556 NE Stallings Drive, Suite 101
Nacogdoches TX 75965
Advisors at this office
3
Advisors at this office
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.
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.
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.
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