Located on Amelia Island at 1416 Park Avenue, Suite 202 in Fernandina Beach, Edgewater Wealth Management of Raymond James (Raymond James & Associates, Inc., CRD #705 / SEC File #801-10418) is led by Managing Director & Senior Vice President Kendall Sutton Park, CFP®, CRPC™ (CRD #2623848), sharing the Fernandina Beach Park Avenue branch with Raymond James Private Wealth Advisors Jesse Alan Peck (CRD #5240266) and William Casey Bulgin (CRD #5664166). Combining Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) fiduciary standards, the team serves retirees across Amelia Island Plantation, Summer Beach, Oyster Bay, and Del Webb Wildlight with custom retirement paycheck architecture, multi-year RMD and Roth conversion tax planning, executive deferred compensation rollovers, and trust and philanthropic wealth transfer strategies.
Official Verification Sources: SEC IAPD Individual Summary — Kendall Sutton Park, CFP® (CRD #2623848); Edgewater Wealth Management of Raymond James Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Kendall Sutton Park, CFP®, CRPC™ (CRD #2623848), Jesse Alan Peck (CRD #5240266), and William Casey Bulgin (CRD #5664166) with Raymond James & Associates, Inc. (Firm CRD #705 / SEC File #801-10418) at 1416 Park Ave, Ste 202, Fernandina Beach, FL 32034.
Factual details and direct answers about Edgewater Wealth Management of Raymond James's services, licensing, and credentials.
Is Edgewater Wealth Management of Raymond James staffed by a Certified Financial Planner™ (CFP®) in Fernandina Beach?
Yes. Managing Director Kendall Sutton Park (CRD #2623848) holds both the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations at the 1416 Park Avenue, Suite 202 office in Fernandina Beach.
Does the team assist executives and retirees moving to Amelia Island from high-tax states?
Yes. The team coordinates Florida domicile transitions, concentrated equity diversification, municipal bond ladders, and estate trust alignment with local Nassau County CPAs and elder law attorneys.
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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.