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Parkway Wealth Management Group, LLC

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Client assets under management

$1,181,589,445

Clients

1,310

22% high-net-worth

Advisors

18

of 27 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

73

High

Average account size

$901,977

About

Parkway Wealth Management Group is a federally registered investment adviser managing roughly $1.22 billion in discretionary assets for individuals, families, business owners and institutional clients, including pension and profit‑sharing plans, trusts, estates and charitable entities. The firm offers portfolio management, comprehensive financial planning, financial consulting and 401(k) plan services, and operates a wrap‑fee offering called the Parkway Management Program.

Parkway takes a holistic, goal‑based approach: Financial Advisors work with clients to set objectives and select from in‑house asset allocation models or third‑party model portfolios implemented across equities, fixed income, mutual funds, ETFs and alternative investments. Most client accounts are managed on a discretionary basis and regularly reviewed, and the firm may engage sub‑advisers or provide customized portfolio solutions when appropriate.

Distinctive aspects of the firm include that some Parkway advisors may also act as registered representatives of an unaffiliated broker‑dealer (Cabot Lodge Securities, LLC) and that advisors may receive commissions for insurance product sales, reflecting insurance brokerage activity alongside advisory services. Parkway also provides 401(k) plan services through a relationship with Institutional Fiduciary Solutions and explicitly addresses municipal securities in its disclosures, indicating an institutional and public‑plan client focus that is less common among multi‑team peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0+: up to 1.95% annually for Parkway Management Program (maximum fee) $0+: typically 0.25% to 1.00% annually for 401(k) plan services (negotiated case-by-case)

Commissions

Commissions received from sale of insurance products; no commissions on advisory services.

Other

Fee-only: Financial Planning Services fees typically range from $1,500 up to or above $10,000, billed separately or included in management fees depending on arrangement.

Main office location

Parkway Wealth Management Group, LLC

5550 Granite Parkway, Suite 180

Plano TX 75024, United States

Number of offices

5

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® professional with 32 years of experience in the financial services industry. She is currently with Parkway Wealth Management Group, LLC and has previously worked at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, she owns and manages a timberland property through B Rocking Ranch LLC and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group manages over $1 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs diversified, multi-asset strategies and offers both proprietary and third-party investment models, focusing on tailored asset allocation and discretionary account management.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 30 years of industry experience. He previously worked at Raymond James Financial and Cabot Lodge Securities. Outside of advising, he is licensed as an independent insurance agent and is involved with Solely Foster, LLC, a collegiate products business in Tyler, TX. Parkway Wealth Management Group manages over $1 billion in discretionary assets, serving individuals, high-net-worth clients, institutions, and charitable entities. The firm employs diversified, multi-asset investment strategies and offers comprehensive financial planning alongside portfolio management and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 in Plano, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension plans, and institutional investors. The firm employs diversified, multi-asset investment strategies and offers customized portfolio management alongside comprehensive financial planning and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors and Smith & Partners Financial Services LLC. Holly is also separately licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and other institutional investors. The firm employs diversified, multi-asset strategies and offers both firm-developed and third-party model portfolios, with a focus on tailored asset allocation and ongoing reviews.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Gavin B

CFP®, Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Gavin Baker is a CFP® with two years of industry experience, currently affiliated with Parkway Wealth Management Group, LLC. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Cabot Lodge Securities LLC. He is also independently licensed as an insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs diversified, multi-asset investment strategies and offers comprehensive financial planning and portfolio management services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 at Parkway Wealth Management Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and Cabot Lodge Securities. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and provides services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and institutional investors. The firm employs diversified multi-asset strategies and offers portfolio management, financial planning, 401(k) advisory, and consulting services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

John S

Series 66

Plano, TX

Parkway Wealth Management Group, LLC

John Strickland is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. He is also the owner of Cajun Spirit Enterprises Inc, a support company unrelated to investment activities. Parkway Wealth Management Group manages over $1 billion in discretionary assets and serves a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs diversified, multi-asset strategies and offers portfolio management, financial planning, and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Scarlett L

CFP®, Series 66

Nacogdoches, TX

Parkway Wealth Management Group, LLC

Scarlett Long is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. She has worked at several firms including Raymond James Financial and Smith & Partners Financial Services. Outside of her advisory role, she is a partner in Prosperity REIG, LLC, a real estate investment group where she acts as a passive partner. Parkway Wealth Management Group manages over $1 billion in assets and serves individuals, high-net-worth clients, trusts, pension plans, and institutional investors. The firm employs diversified, multi-asset strategies and offers both firm-developed and third-party model portfolios tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 one year of industry experience. He holds the Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. Outside of advising, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group is a registered investment adviser managing over $1 billion in discretionary assets, serving a diverse client base with multi-asset investment strategies and comprehensive financial planning services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jackson B

Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Jackson Baker is a financial advisor at Parkway Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining the financial industry, he worked in education for over a decade, including roles at Frisco ISD, Blinn College, and Texas Tech University. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and other institutional investors. The firm employs diversified, multi-asset strategies and offers portfolio management, comprehensive financial planning, and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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, holding Series 63 and Series 65 designations with 27 years of industry experience. His prior experience includes 16 years at Morgan Stanley Smith Barney and nine years at Raymond James Financial Services. Parkway Wealth Management Group manages over $1 billion in discretionary assets for a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm employs diversified multi-asset strategies and offers portfolio management, financial planning, and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Helen C

Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Helen Conley is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 66 designation and four years of industry experience. She has worked at several firms, including Raymond James Financial Services and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business called Solely Foster and is separately licensed as an independent insurance agent. Parkway Wealth Management Group is a multi-team registered investment adviser managing over $1 billion in discretionary assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors, offering diversified multi-asset investment strategies alongside comprehensive financial planning and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies 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 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Morgan Stanley. Goodman is also separately licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and other institutional investors. The firm offers diversified, multi-asset investment strategies and comprehensive financial planning tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Elizabeth R

Series 65

Plano, TX

Parkway Wealth Management Group, LLC

Elizabeth Rauschmayer is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, holding a Series 65 designation. Her background includes roles at Tulane University, Newcomb Children's Center, Lifetime Fitness, and 4/4 School of Music. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm employs diversified, multi-asset strategies and offers both firm-developed and third-party model portfolios, providing tailored asset allocation and ongoing financial planning services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Tyler H

CFP®, Series 66

Plano, TX

Parkway Wealth Management Group, LLC

Tyler Hastings is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior experience includes roles at Raymond James Financial Services and LPL Financial. He is also separately licensed as an independent insurance agent. Parkway Wealth Management Group is a registered investment adviser managing approximately $1.09 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension plans, charitable entities, small businesses, and institutional investors. The firm employs diversified, multi-asset strategies and offers portfolio management, comprehensive financial planning, and retirement plan advisory services.

College savings (529s, UTMA, etc.) Private / alternative investments Real estate investing Annuities Options & derivatives strategies Founder/Business Owner Executive
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