Edward Jones (an SEC-registered fiduciary Investment Adviser and FINRA/SIPC member firm, CRD #250, SEC File #801-57936) provides neighborhood-anchored, credentialed fiduciary wealth management and retirement income planning across Charlotte County through four verified Certified Financial Planner™ (CFP®) branch offices in Punta Gorda and Port Charlotte: the Meyer Wealth Management Group at 100 Madrid Boulevard, Suite 315, in Burnt Store Isles / Punta Gorda (ZIP 33950, phone 941-637-6787), led by Forbes Best-in-State Wealth Advisor Timothy A. Meyer, CFP®, CPWA®, CIMA® (Individual CRD #5488935, holding Certified Financial Planner™, Certified Private Wealth Advisor®, and Certified Investment Management Analyst® designations); Historic Downtown Punta Gorda offices led by Adam Cummings, MBA, CFP®, CRPC™ (Individual CRD #6136999, 223 Taylor St, Ste 1118, Punta Gorda, FL 33950, phone 941-300-0745) and James D. Mashburn Jr., MBA, CFP®, ChFC® (Individual CRD #6991190, 100 Sullivan St, Ste 111, Punta Gorda, FL 33950, phone 941-639-1170); and the Port Charlotte medical corridor branch at 21234 Olean Boulevard, Suite 2A, Port Charlotte, Florida (ZIP 33952, phone 941-743-4121), led by James Oliver ('Jim') Sproul, CFP® (Individual CRD #5408531).

Uniting four CFP® professionals alongside CPWA®, CIMA®, CRPC™, ChFC®, and MBA credentials across Punta Gorda Isles, Burnt Store Isles, Historic Downtown Punta Gorda, and the Olean Boulevard / Port Charlotte hospital district, these dedicated Edward Jones practices deliver personalized, face-to-face retirement paycheck engineering. Advisors regularly assist retiring educators, deputies, healthcare workers, and civil servants from Charlotte County Public Schools, the Charlotte County Sheriff's Office, Charlotte County Government (18500 Murdock Cir), and the City of Punta Gorda in evaluating Florida Retirement System (FRS) Pension Plan survivorship options and executing tax-deferred Deferred Retirement Option Program (DROP) lump-sum IRA rollovers, as well as consolidating corporate 401(k), 403(b), and 457(b) accounts.

Drawing on Timothy Meyer's CPWA® and CIMA® high-net-worth tax and portfolio training, Adam Cummings' CRPC™ retirement distribution specialization, James Mashburn's ChFC® advanced financial planning background, and Jim Sproul's Port Charlotte CFP® practice right next to HCA Florida Fawcett Hospital (21298 Olean Blvd), the advisors structure multi-year Roth conversions, SECURE 2.0 Act Required Minimum Distribution (RMD) schedules (ages 73–75), and Qualified Charitable Distributions (QCDs) to keep Modified Adjusted Gross Income below two-year lookback Medicare Part B and Part D IRMAA surcharge brackets alongside AAASWFL (PSA 8) SHINE Medicare counseling (1-866-413-5337). Supported by Edward Jones Trust Company, the branches also help families model assisted living, memory care, and South Port Square CCRC entrance-fee reserves, while coordinating household AGI and homestead documentation with the Charlotte County Property Appraiser (Paul L. Polk, CFA — 410 Taylor St, Punta Gorda, FL 33950 & 18500 Murdock Cir, Bldg B, Ste 108, Port Charlotte, FL 33948) for the $50,000 Homestead Exemption, 3% Save Our Homes portability, and the Age 65+ Additional $50,000 Senior Homestead Exemption.