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Parkway Wealth Management Group, LLC logo

Parkway Wealth Management Group, LLC

Team

Firm-wide stats for Parkway Wealth Management Group, LLC

Total advisors

18

Across 2 offices

Clients per advisor

73 High

Avg AUM per client

$901,977 Typical

HNW client ratio

22% Low

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

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

Based on Parkway Wealth Management Group, LLC

Occupation focus

Founder/Business Owner Executive

Based on Parkway Wealth Management Group, LLC

Location

5550 Granite Parkway, Suite 180

Plano TX 75024

Advisors at this office

16

Advisors at this office

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
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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

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

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
user avatar

Tyler H

CFP®, Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Tyler Hastings is a CFP® with six years of experience in the financial services industry. He is currently with Parkway Wealth Management Group, LLC and has held prior roles at Raymond James and LPL Financial. He is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages over $1.2 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 using diversified portfolios 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

Joshua W

Series 63, Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Parkway, he worked at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Uptick Partners, LLC. Outside of advising, he operates Wardle Wisdom LLC, a support company used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a range of clients including individuals, families, business owners, and institutional investors. The firm employs a holistic, personalized investment approach utilizing 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

Christopher C

CFP®, Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. 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 with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

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 office
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