The Marathon office of Chapman & Cardwell Capital Management (delivering fiduciary advisory services through SEC-registered Raymond James Financial Services Advisors, Inc., CRD #149018, SEC File #801-69815, and Raymond James Financial Services, Inc., CRD #6694) is a dedicated Middle Keys private wealth and retirement management practice located at 10085 Overseas Highway (US-1) in Marathon, Florida. Led in Marathon by Co-Founder and Registered Principal Peter George Chapman (CRD #4206646) and Financial Advisor Nicole Kristine Irwin (CRD #6258456) alongside Vice President Philip Brian Chandler, AWMA® (CRD #5272396), the practice serves retirees, marine and hospitality business owners, and snowbird families across Marathon (33050), Key Colony Beach (33051), Duck Key, and Layton with customized dividend and municipal bond portfolios, out-of-state-to-Florida domicile transitions, waterfront estate liquidity modeling, and tax-optimized RMD distributions.
Official Verification Sources: SEC IAPD — Peter George Chapman (CRD# 4206646); SEC IAPD — Nicole Kristine Irwin (CRD# 6258456); Chapman & Cardwell Capital Management — Marathon & Key Largo
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Chapman & Cardwell Capital Management provides fiduciary advisory services through Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815) at 10085 Overseas Hwy, Marathon, FL 33050.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Co-Founder and Registered Principal Peter George Chapman (CRD #4206646), Marathon Financial Advisor Nicole Kristine Irwin (CRD #6258456), and Vice President Philip Brian Chandler, AWMA® (CRD #5272396) are active registered advisors serving Middle Keys retirees.
Factual details and direct answers about Chapman & Cardwell Capital Management — Marathon Office's services, licensing, and credentials.
Does Chapman & Cardwell Capital Management have a physical office in Marathon for Middle Keys retirees?
Yes. Chapman & Cardwell Capital Management maintains a full-time Middle Keys office at 10085 Overseas Hwy in Marathon, FL 33050 ((305) 743-6095), led by Co-Founder Peter G. Chapman (CRD #4206646) and Financial Advisor Nicole K. Irwin (CRD #6258456).
How does the Marathon team assist seasonal snowbirds transitioning to full-time Florida residency?
The advisors coordinate portfolio tax realignment, municipal bond reallocation, RMD timing, and trust/beneficiary updates alongside local Middle Keys estate attorneys and CPAs when clients establish permanent Monroe County domicile.
Connect with complementary legal, financial, and residential providers serving seniors in Marathon and Monroe County.
Law Offices of Richard E. Warner, P.A.
Marathon, Monroe County
(305) 743-6022
Galway Bay 55+ Mobile Home & RV Community
Marathon, Monroe County
(305) 743-6200
The Heron Assisted Living Facility (Guidance/Care Center, Inc. — WestCare Florida)
Marathon, Monroe County
(305) 743-4129
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones Marathon — Sarah A. Cizmas, CFP®, AAMS™, CRPC™
Marathon, Monroe County
Raymond James Key West — Thomas E. Nitti, CFP®, ChFC®, CLU®
Key West, Monroe County
Leeward Wealth Management
Key West, Monroe County
Alma Wealth Management
Islamorada, Monroe 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.