Located on the State Road 267 South commercial corridor at 702 South Pat Thomas Parkway, Quincy, FL 32351, the Quincy branch of Centennial Bank (`Home BancShares, Inc. / Centennial Bank`, `Florida Sunbiz Doc# F10000001053`) provides Gadsden County retirees and families with comprehensive retirement income planning, fiduciary investment management, and corporate trust services through **Centennial Financial Services (Crowley Wealth)** — an official financial advisory practice of SEC-registered investment adviser and FINRA/SIPC broker-dealer **Ameriprise Financial Services, LLC** (`Firm CRD# 6363` / `SEC File #801-28543`, `Sunbiz Doc# M05000005166`) — alongside **Centennial Bank Trust Services**. Led across Centennial Bank's North Florida footprint by Senior Wealth Advisor Kathleen Ann 'Kathy' Crowley (`FINRA/SEC Individual CRD# 2383477`, 32+ years of continuous securities experience since 1993, `0` regulatory disclosures) and Wealth Advisor Grace Corinne Crowley Hardee (`FINRA/SEC Individual CRD# 7869919`, `0` regulatory disclosures), the practice assists Quincy, Gretna, Midway, and Greensboro seniors with Florida Retirement System (FRS) DROP and pension rollovers, Ameriprise fiduciary asset allocation, tax-advantaged municipal bond and CD/Treasury ladders, Required Minimum Distribution (RMD) planning, long-term care insurance funding, and corporate trustee administration.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Kathleen Ann Crowley (CRD# 2383477); Centennial Financial Services & Trust Division — Centennial Bank Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Centennial Financial Services / Crowley Wealth operates through Ameriprise Financial Services, LLC (CRD# 6363, SEC# 801-28543, Sunbiz Doc #M05000005166) serving Centennial Bank (Sunbiz Doc #F10000001053) at 702 S Pat Thomas Pkwy, Quincy, FL 32351 ((850) 875-4113); led by Kathleen Ann Crowley (CRD# 2383477, 32+ yrs exp., 0 disclosures) and Grace Corinne Crowley Hardee (CRD# 7869919, 0 disclosures).
Factual details and direct answers about Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC) & Centennial Bank Trust — Quincy Branch's services, licensing, and credentials.
How are wealth management and retirement advisory services delivered at Centennial Bank's Quincy branch?
At Centennial Bank's Quincy branch at 702 South Pat Thomas Parkway, Quincy, FL 32351 ((850) 875-4113), investment and fiduciary retirement planning are offered through Centennial Financial Services (Crowley Wealth), a financial advisory practice of SEC-registered Ameriprise Financial Services, LLC (CRD# 6363 / SEC# 801-28543), led by 32-year veteran advisor Kathleen Ann 'Kathy' Crowley (CRD# 2383477, 0 disclosures) and Grace Corinne Crowley Hardee (CRD# 7869919, 0 disclosures), alongside Centennial Bank Trust Services.
Can Quincy seniors transition maturing bank CDs or FRS DROP lump sums into a structured monthly retirement income plan?
Yes. Working with the Quincy branch team on Pat Thomas Parkway, Centennial Financial Services helps conservative retirees coordinate FDIC-insured deposit reserves with laddered U.S. Treasuries, tax-free municipal bonds, principal-protected annuities, and tax-free FRS DROP or 401(k) rollovers.
Connect with complementary legal, financial, and residential providers serving seniors in Quincy and Gadsden County.
Lines, Hinson & Lines (Alexander Love Hinson, Attorney at Law)
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Gadsden County SHIP & Community Development Housing Program (with NWFRHA Section 8 HCV)
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Magnolia House Assisted Living — Quincy (Cross-Ref: New Mercys Care Midway)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Capital City Investments & Capital City Trust Company — Gregory N. "Greg" Mayes & Allie VanLandingham (Quincy Courthouse Square Flagship Branch)
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Addition Financial Wealth Management (formerly Envision Credit Union) — Michael L. Nagy & Hieu P. Nguyen (Raymond James — Quincy Financial Center)
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Youmans & Gardner, LLC, CPAs — Charles Ashley Gardner, CPA & Richard Y. "Dick" Youmans, CPA (Quincy Big Bend Office)
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Florida Farm Bureau Financial & Retirement Services — Kenneth Stoutamire, CLU®, Lee Daffin, Todd Jackson & David Kirkland (Quincy & Havana Offices)
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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.