Advisors at this firm
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.