Located on the SW Baya Drive medical and professional corridor at 846 SW Baya Drive, Lake City, FL 32025 (between HCA Florida Lake City Hospital and the Lake City VA Medical Center), this dual-CFP® Edward Jones branch (Firm CRD #250, SEC File #801-7284) is led by CERTIFIED FINANCIAL PLANNER™ professionals Lance W. Drawdy, CFP® (Individual CRD #6520658, registered since 2015 with zero disclosures) and Tristen Morgan, CFP® (Individual CRD #7458256, zero disclosures; direct line `(386) 210-2025`). Having two CFP® certificants in the same Lake City office allows retirees from Lake City, Fort White, and Ellisville to receive institutional-grade fiduciary financial planning, FRS DROP and pension rollover modeling, federal FERS/TSP retirement portfolio design, tax-bracket-conscious RMD and Roth conversion strategies, and estate/trust beneficiary coordination.
Official Verification Sources: FINRA BrokerCheck — Lance W. Drawdy, CFP® (CRD# 6520658); FINRA BrokerCheck — Tristen Morgan, CFP® (CRD# 7458256); Edward Jones Official Branch Page — Lance W. Drawdy, CFP® (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250, SEC File #801-7284) operates the SW Baya Drive branch at 846 SW Baya Dr, Lake City, FL 32025.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Lance W. Drawdy, CFP® (Individual CRD #6520658, zero disclosures) and Tristen Morgan, CFP® (Individual CRD #7458256, zero disclosures) are active CERTIFIED FINANCIAL PLANNER™ professionals at 846 SW Baya Dr, Lake City, FL 32025.
Factual details and direct answers about Edward Jones — Lance W. Drawdy, CFP® & Tristen Morgan, CFP® (SW Baya Drive Branch)'s services, licensing, and credentials.
Are both advisors at the 846 SW Baya Drive Edward Jones branch in Lake City Certified Financial Planners™?
Yes. Both Lance W. Drawdy, CFP® (CRD #6520658, (386) 752-3545) and Tristen Morgan, CFP® (CRD #7458256, (386) 210-2025) hold the CERTIFIED FINANCIAL PLANNER™ certification and maintain clean FINRA BrokerCheck records at 846 SW Baya Drive, Lake City, FL 32025.
How does the SW Baya Drive team assist Columbia County state and federal retirees?
The team provides fiduciary CFP® analysis comparing FRS Pension Plan options, DROP lump-sum rollovers, and federal Thrift Savings Plan (TSP) withdrawal strategies to build sustainable, tax-efficient retirement income.
Connect with complementary legal, financial, and residential providers serving seniors in Lake City and Columbia County.
Three Rivers Legal Services, Inc. — Lake City Regional Office
Lake City, Columbia County
(386) 752-5960
Lakewood I & II Senior Apartments — USDA Section 515 & LIHTC 62+ Senior Apartments
Lake City, Columbia County
(386) 755-4953
The Canopy at Harper Lake (formerly The Heron of Lake City)
Lake City, Columbia County
(386) 344-6985
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Moses Wealth Advisors — Tammy D. Hall, CPA, PFS, Clarence E. Brown III, CFP® & Charles D. Cowen Jr., CPA, CPFA (Raymond James Financial Services)
Lake City, Columbia County
GulfCoast Financial Services, Inc. — John G. Kuykendall (Kovack Securities, Inc.)
Lake City, Columbia County
Edward Jones — Robert W. Woodard, CFP®, AAMS™ (Downtown Lake City Branch)
Lake City, Columbia County
Edward Jones — Jones and Dicks Financial Group (Steven C. Jones, CFP® & Abigail C. Dicks)
Lake City, Columbia 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.