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portrait of Shawn Parsons
FINANCIAL ADVISOR

Shawn Parsons

CFP®
307 E Main Street, Round Rock, TX 78664opens in a new window
CallSend Me a Message

About Shawn

The decision to become a financial advisor was a deeply personal decision for me. I chose this career path because I have seen firsthand what can happen to people who don't have a strategy and/or receive bad advice. Because of this, I majored in finance and accounting at Texas A&M University with a focus on asset management.

After graduation, I began my career at JP Morgan Chase as a licensed representative. Working for one of the big banks exposed me to a variety of roles - loan officers, financial advisors, business bankers, life insurance agents and corporate trustees - that...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Sustainable investing

Work History

  • Edward JonesMay 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Texas A&M UniversityBachelor of Business Admin

Personal Interests

  • Personal Fitness
  • Music
  • Photography
  • Hiking
  • Cooking

Team Members

  • Sarah Donnelly
    Associate Financial Advisor
  • Amy Nordhausen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(512) 255-9700

Fax

(888) 768-2463

Office Address

307 E Main Street
Round Rock, TX 78664opens in a new window

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