Anchored at The Market Shops at Sandestin at 9375 US Highway 98 West, Suite 26 in Miramar Beach under Chartered Financial Consultant® and Accredited Asset Management Specialist™ Brian Charles LaMonica, ChFC®, AAMS™ (CRD #7621404)—and operating in coordination with Walton County colleagues James William Roberson III (CRD #5472003, 141 Mack Bayou Loop, Ste 302, Santa Rosa Beach) and DeFuniak Springs advisor Timothy N. Singleton (38 S 8th St, DeFuniak Springs, FL 32435, former U.S. Army 7th Special Forces Group Green Beret)—this Edward Jones practice (CRD #250 / SEC File #801-57887) provides countywide fiduciary retirement planning across South and North Walton County. Specialties include military DFAS retired pay, Survivor Benefit Plan (SBP), and TSP rollover integration, Florida Retirement System (FRS) Pension and DROP rollovers for Walton County School District and Sheriff's Office retirees, and RMD tax planning.
Official Verification Sources: SEC IAPD Individual Summary — Brian Charles LaMonica, ChFC® (CRD #7621404); Edward Jones — Brian C. LaMonica, ChFC®, AAMS™ Official Branch Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / The American College
Notes: Brian Charles LaMonica, ChFC®, AAMS™ (CRD #7621404) at 9375 US Hwy 98 W, Ste 26, Miramar Beach, FL 32550, alongside James William Roberson III (CRD #5472003, Santa Rosa Beach) and DeFuniak Springs branch at 38 S 8th St, DeFuniak Springs, FL 32435 (also cross-referenced with Galloway Wealth Management / Kestra Advisory Services CRD #283330 at 886 Baldwin Ave, DeFuniak Springs).
Factual details and direct answers about Edward Jones — Brian C. LaMonica, ChFC®, AAMS™ & Walton County Retirement Network's services, licensing, and credentials.
Where is Brian C. LaMonica, ChFC®, AAMS™'s Edward Jones office located in Miramar Beach?
Brian C. LaMonica, ChFC®, AAMS™ (CRD #7621404) is located at The Market Shops at Sandestin, 9375 US Highway 98 West, Suite 26, Miramar Beach, FL 32550, reachable at (850) 389-4205, with sister Walton County branches in Santa Rosa Beach (141 Mack Bayou Loop) and Downtown DeFuniak Springs (38 S 8th St).
Does the practice specialize in military and Florida Retirement System (FRS) transitions in Walton County?
Yes. Serving retired military families from Eglin AFB, Hurlburt Field, and 7th Special Forces Group alongside Walton County FRS employees, the team coordinates TSP and DROP rollovers, Survivor Benefit Plan (SBP) analysis, and tax-efficient retirement paychecks.
Connect with complementary legal, financial, and residential providers serving seniors in Miramar Beach and Walton County.
Emmanuel Sheppard & Condon — Miramar Beach / Grand Boulevard Office
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Watersound Fountains — Watermark Retirement Communities
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The Blake at Miramar Beach
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Mariner Wealth Advisors — Miramar Beach Office
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Wells Fargo Advisors — Miramar Beach Grand Boulevard & Poate/Bonjean Financial Group
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Woodruff Stange Private Wealth — LPL Financial
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Livingston Financial Planning, Inc. — Fee-Only CFP® Fiduciary
Santa Rosa Beach, Walton 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.