Crowley Wealth / Centennial Financial Services is a private wealth advisory and fiduciary retirement planning practice of Ameriprise Financial Services, LLC (Firm CRD #6363, SEC File #801-28543), located at 1714 W 23rd Street, Suite R in Panama City, Bay County, Florida (ZIP 32405). Founded and led by Private Wealth Advisor Kathleen Ann 'Kathy' Crowley, CFP® (Individual CRD #2383477)—a Certified Financial Planner™ practitioner who has advised Bay County retirees and families for more than three decades since 1993—the practice delivers personalized, fiduciary retirement income and longevity planning along the W 23rd Street corridor.
Situated 1.2 miles west of HCA Florida Gulf Coast Hospital in central Panama City, Kathy Crowley, CFP® specializes in women's and widowhood financial transitions, Florida Retirement System (FRS) Pension and DROP rollovers, federal Thrift Savings Plan (TSP) rollovers for Tyndall AFB and Naval Support Activity Panama City civilian and military retirees, guaranteed lifetime income strategies, long-term care and healthcare cost protection, SECURE 2.0 Required Minimum Distribution (RMD) planning, and tax-efficient multi-generational estate transfers.
Official Verification Sources: SEC IAPD Firm Summary — Ameriprise Financial Services, LLC (CRD# 6363); SEC IAPD / FINRA BrokerCheck — Kathleen Ann Crowley, CFP® (CRD# 2383477); Kathleen A. Crowley, CFP® — Ameriprise Advisors Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543) supervises Crowley Wealth / Centennial Financial Services at 1714 W 23rd St, Suite R, Panama City, FL 32405 (Phone: 850-740-0672).
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Private Wealth Advisor Kathleen Ann 'Kathy' Crowley, CFP® (CRD #2383477) holds the Certified Financial Planner™ certification and over 30 years of securities and advisory registration.
Factual details and direct answers about Crowley Wealth / Centennial Financial Services — Ameriprise Financial Services, LLC (Kathleen A. Crowley, CFP®)'s services, licensing, and credentials.
What regulatory registrations and CFP® credentials does Kathy Crowley hold in Panama City?
Private Wealth Advisor Kathleen Ann 'Kathy' Crowley, CFP® (CRD #2383477) is a Certified Financial Planner™ practitioner with over 30 years of advisory experience, registered with Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543) at 1714 W 23rd Street, Suite R, Panama City, FL 32405 (850-740-0672).
How does Crowley Wealth assist widows, solo agers, and retiring couples in Bay County?
Kathy Crowley, CFP® helps surviving spouses and retiring couples navigate Social Security survivor benefit elections, pension and FRS DROP options, long-term care insurance funding, and tax-aware withdrawal strategies designed to protect purchasing power over a 25- to 30-year retirement.
Where is Crowley Wealth / Centennial Financial Services located in Panama City?
The office is located at 1714 W 23rd Street, Suite R, Panama City, FL 32405, in the St. Andrews / W 23rd Street professional corridor just west of HCA Florida Gulf Coast Hospital.
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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.