The Palm Coast Town Center branch of Edward Jones (SEC-registered Investment Adviser, CRD #250, SEC File #801-14888) at 15 Cypress Branch Way in southern Palm Coast (32164) is led by Certified Financial Planner™ professional Michael Alexander Lapshin, CFP® (CRD #6354780). Located minutes from AdventHealth Palm Coast and the Cypress Knoll, Grand Landings, and Seminole Woods neighborhoods, the practice provides CFP® fiduciary retirement income planning, tax-aware investment management, Required Minimum Distribution (RMD) and Roth conversion analysis, long-term care insurance structuring, and estate and trust coordination for Flagler County seniors.
Official Verification Sources: FINRA BrokerCheck Profile — Michael Alexander Lapshin, CFP® (CRD #6354780); SEC Investment Adviser Public Disclosure — Edward Jones (CRD #250); Edward Jones Official Branch Page — Michael A. Lapshin, CFP®
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-14888; fiduciary investment advisory and brokerage services offered through Edward Jones (CRD #250) in Palm Coast Town Center (32164).
Issuer: CFP Board / FINRA / SEC IAPD
Notes: Branch led by Financial Advisor Michael Alexander Lapshin, CFP® (CRD #6354780) at 15 Cypress Branch Way, Suite 204, Palm Coast, FL 32164.
Factual details and direct answers about Edward Jones — Michael A. Lapshin, CFP®'s services, licensing, and credentials.
What fiduciary credentials does Palm Coast advisor Michael A. Lapshin hold?
Michael Alexander Lapshin (CRD #6354780) holds the Certified Financial Planner™ (CFP®) certification and is registered as an Investment Adviser Representative with SEC-registered Edward Jones (CRD #250, SEC File #801-14888).
Which Palm Coast neighborhoods are closest to Michael Lapshin's 32164 office?
Located at 15 Cypress Branch Way, Suite 204 in the 32164 Town Center corridor near Bulldog Drive and State Road 100, the office is immediately convenient to Cypress Knoll, Pine Lakes, Belle Terre, Seminole Woods, Grand Landings, and Bunnell.
Does Michael Lapshin coordinate retirement planning with Flagler County CPAs and elder law attorneys?
Yes. With client authorization, the practice works alongside local Flagler County estate planning attorneys and CPAs to align revocable trusts, TOD/beneficiary designations, RMD tax withholdings, and long-term care strategies.
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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.