Bridging Calhoun County's rural gap in standalone state-chartered corporate trust companies and multi-advisor Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®) practices along the State Road 20 (East/West) and State Road 71 (South) corridors, this listing connects Blountstown (32424), Altha (32421), Clarksville (32430), and Kinard (32449) families with three institutional fiduciary teams: (1) Capital City Bank (FDIC Certificate #9622, Florida Sunbiz Doc# G75579 / #G13015, operating along SR-71 South at 150 Avenue A, Port St. Joe, FL 32456, (850) 229-2101 and along SR-20/US-90 East at 4 E Washington St, Quincy, FL 32351 & Tallahassee HQ), paired with state-chartered corporate fiduciary Capital City Trust Company (Florida Sunbiz Doc# P94000090624, Trust Desk (850) 402-7750) and Capital City Strategic Wealth (offering securities and fiduciary advisory portfolios through SEC-registered LPL Financial LLC, Firm CRD #6413 / SEC File #801-10970, staffed by Certified Plan Fiduciary Advisor® Benjamin Alfons 'Ben' Welter, CPFA®, Individual CRD #4987337, 0 disclosures, and Certified Financial Planner™ Noah Hill King, CFP®, AAMS®, APMA®, Individual CRD #6157227, 0 disclosures, (850) 404-6067); (2) CompassPoint Wealth Management Group of Raymond James (101 W 5th Street, Panama City, FL 32401, (850) 785-9614; Raymond James & Associates, Inc., Firm CRD #705 / SEC File #801-10418), led by Senior Vice President Heather Lee McCurley Noyes, CFP® (Individual CRD #2823741, advising Panhandle retirees since 1998) and Ashtin Noyes Johnson, CFP®, AAMS®, with corporate fiduciary trust administration via Raymond James Trust, N.A.; and (3) Farnsley Wealth Management, LLC (Florida Sunbiz Doc# L10000132489, 202 Marina Drive, Suite 302, Port St. Joe, FL 32456, (850) 227-3336, https://www.farnsley.com), led down the SR-71 South corridor by Principal Aaron Stephen Farnsley, CFP®, AIF®, MBA (Individual CRD #2401429, holding both the Certified Financial Planner™ and Accredited Investment Fiduciary® credentials via SEC-registered Osaic Wealth, Inc., Firm CRD #23131 / SEC File #801-33856) (acceptsMedicaid: false).
Official Verification Sources: Capital City Strategic Wealth & Capital City Trust Company (#P94000090624) — Official Portal; FINRA BrokerCheck — Heather Lee McCurley Noyes, CFP® (CRD #2823741 — Raymond James #705); FINRA BrokerCheck — Aaron Stephen Farnsley, CFP®, AIF®, MBA (CRD #2401429 — Farnsley Wealth Management)
Issuer: Florida Office of Financial Regulation (OFR) / FDIC / SEC / FINRA / CFP Board
Notes: Verified 2026-10-26: Capital City Trust Company (Sunbiz #P94000090624, (850) 402-7750) and Capital City Strategic Wealth (LPL Financial CRD #6413 / SEC #801-10970 — Noah H. King, CFP® CRD #6157227 & Ben Welter, CPFA® CRD #4987337, (850) 404-6067) serve Calhoun County families along the SR-20 and SR-71 corridors.
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board / Fi360
Notes: Verified 2026-10-26: CompassPoint Wealth Management Group of Raymond James (101 W 5th St, Panama City, FL 32401, (850) 785-9614, CRD #705) and Farnsley Wealth Management, LLC (202 Marina Dr, Ste 302, Port St. Joe, FL 32456, (850) 227-3336, Osaic Wealth CRD #23131) provide institutional CFP® and AIF® fiduciary management for southern Calhoun County (Kinard, Clarksville, and Blountstown) retirees.
Factual details and direct answers about SR-20 / SR-71 Corporate Trust & Institutional CFP® Wealth Corridor — Capital City Bank & Capital City Trust Company (Capital City Strategic Wealth / LPL), CompassPoint Wealth Management of Raymond James (Heather M. Noyes, CFP®) & Farnsley Wealth Management (Aaron S. Farnsley, CFP®, AIF®)'s services, licensing, and credentials.
How can a Calhoun County family appoint an institutional corporate trustee for a revocable living trust, special needs trust, or timberland estate?
Through Capital City Trust Company (Florida Sunbiz Doc #P94000090624, Trust Desk (850) 402-7750) or Raymond James Trust, N.A. (via CompassPoint Wealth Management of Raymond James at (850) 785-9614), families in Blountstown, Altha, Clarksville, and Kinard can name a regulated corporate fiduciary to serve as trustee, successor trustee, or 14th Judicial Circuit personal representative.
Where can Kinard (32449), Clarksville (32430), and Blountstown (32424) retirees access both Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®) advisors along the southern SR-71 / SR-20 corridor?
Along the southern SR-71 and SR-20 corridors, retirees can consult with Aaron S. Farnsley, CFP®, AIF®, MBA (CRD #2401429) at Farnsley Wealth Management, LLC ((850) 227-3336), Heather M. Noyes, CFP® (CRD #2823741) at CompassPoint Wealth Management of Raymond James ((850) 785-9614), and Noah H. King, CFP® (CRD #6157227) and Ben Welter, CPFA® (CRD #4987337) at Capital City Strategic Wealth ((850) 404-6067).
Connect with complementary legal, financial, and residential providers serving seniors in Blountstown and Calhoun County.
J. David House, P.A. (John David House, Esq.), Fuqua & Milton, P.A. (H. Matthew Fuqua, Esq. — Calhoun County & School Board Attorney), Carter Platt PLLC (Jeffrey S. Carter, Esq. — Blountstown City Attorney) & James P. Leonard, Esq. — Blountstown & Altha Probate, Estate Planning & Real Property Counsel
Blountstown, Calhoun County
(850) 674-5481
Northwest Florida Regional Housing Authority (NWFRHA — HUD PHA #FL015) — Blountstown Public Housing Community (1004 Fuqua Cir — 44 Units) & Calhoun County Section 8 Housing Choice Voucher Administration
Blountstown, Calhoun County
(850) 263-4442
River Valley Rehabilitation Center (AHCA #SNF12870961 — 150 Beds, CMS 5-Star) & Blountstown Health and Rehabilitation Center / Blountstown Center for Rehabilitation and Healing (AHCA #SNF1652096 — 96 Beds, CMS 5-Star) — Calhoun County's 246-Bed Skilled Nursing Hub
Blountstown, Calhoun County
(850) 674-5464
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Blountstown In-County FDIC Commercial Banking & Retirement Depository Network — Centennial Bank (Centennial Financial Services / Ameriprise), PeoplesSouth Bank, Regions Bank (Regions Investment Solutions) & Ameris Bank
Blountstown, Calhoun County
Strategic Planning Partners, LLC — Timothy J. Hummel, CFP® & John J. Langford (Kovack Advisors — SR-71 North Hub) & Joseph R. Durham (PlanMember Securities — Blountstown) — With Strategic Solutions Financial (ChFC®, CLTC®) & Stoutamire Financial (LPL)
Blountstown, Calhoun County
SR-71 North National Brokerage & Bank Wealth Hub — Edward Jones (David R. Carrel, AAMS™), Wells Fargo Advisors (Andrew M. Ewing), Truist Wealth (Brett M. Deavenport & Jason B. Davis) & Hancock Whitney Financial (James B. Craig & John J. Farrell)
Blountstown, Calhoun County
Calhoun Liberty Credit Union (NCUA #67431 — Blountstown Main Office, SR-71 South Drive-Thru & Altha / Clarksville ATMs) — With First Commerce Credit Union (#68301 / Six Pillars Financial CFP® Desk), Addition Financial / Envision CU & Emerald Coast FCU
Blountstown, Calhoun County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.