The Edward Jones Panama City Beach Hutchison Boulevard and Lynn Haven Retirement Planning Network—operating through SEC-registered Investment Adviser and FINRA/SIPC member firm Edward D. Jones & Co., L.P. (Firm CRD #250, SEC File #801-14888)—provides neighborhood-level CFP® and AAMS® fiduciary retirement planning across both coastal Panama City Beach and suburban Lynn Haven. Anchored at 11060 Hutchison Boulevard, Suite 100, Panama City Beach, FL 32407 (phone 850-233-2089 / 850-588-3229) by Financial Advisors Michael James 'Mike' Calidonna, CFP®, CEPA® (Individual CRD #5891933) and Ethan Brown, CFP®, CRPS™ (Individual CRD #7218335), and complemented in Lynn Haven at 810 Florida Avenue, Suite B, Lynn Haven, FL 32444 (phone 850-265-5040) by veteran Financial Advisor Richard Joseph 'Rich' Filippi, AAMS® (Individual CRD #2285811), this multi-branch network gives Bay County seniors convenient access to credentialed advisors in their own neighborhood.
Combining dual Certified Financial Planner™ (CFP®) expertise with the Certified Exit Planning Advisor (CEPA®), Chartered Retirement Plans Specialist™ (CRPS™), and Accredited Asset Management Specialist™ (AAMS®) designations, the advisors assist retiring business owners, Naval Support Activity Panama City and Tyndall AFB military/civilian families, and FRS retirees with TSP and 401(k) rollovers, tax-efficient municipal bond and dividend ladders, SECURE 2.0 RMD and QCD strategies, long-term care cost protection, and estate beneficiary alignment.
Official Verification Sources: SEC IAPD Firm Summary — Edward D. Jones & Co., L.P. (CRD# 250); FINRA BrokerCheck — Michael J. Calidonna, CFP® (CRD# 5891933), Ethan Brown, CFP® (CRD# 7218335) & Richard J. Filippi, AAMS® (CRD# 2285811); Edward Jones Panama City Beach Official Advisor Profile — Mike Calidonna, CFP®, CEPA®
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward D. Jones & Co., L.P. (CRD #250, SEC File #801-14888) operates branches at 11060 Hutchison Blvd, Suite 100, Panama City Beach, FL 32407 (850-233-2089) and 810 Florida Ave, Suite B, Lynn Haven, FL 32444 (850-265-5040).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Includes Michael James Calidonna, CFP®, CEPA® (CRD #5891933) and Ethan Brown, CFP®, CRPS™ (CRD #7218335) in Panama City Beach, and Richard Joseph Filippi, AAMS® (CRD #2285811) in Lynn Haven.
Factual details and direct answers about Edward Jones — Panama City Beach & Lynn Haven CFP® / AAMS® Retirement Network (Mike Calidonna, CFP®, CEPA®, Ethan Brown, CFP® & Rich Filippi, AAMS®)'s services, licensing, and credentials.
What CFP® and specialized retirement credentials do the Edward Jones advisors on Hutchison Blvd and in Lynn Haven hold?
At 11060 Hutchison Boulevard, Suite 100 in Panama City Beach (850-233-2089), Michael J. Calidonna (CRD #5891933) holds the CFP® and Certified Exit Planning Advisor (CEPA®) credentials, and Ethan Brown (CRD #7218335) holds the CFP® and Chartered Retirement Plans Specialist™ (CRPS™) credentials. In Lynn Haven at 810 Florida Avenue, Suite B (850-265-5040), Richard J. Filippi (CRD #2285811) holds the Accredited Asset Management Specialist™ (AAMS®) designation.
How does a Certified Exit Planning Advisor (CEPA®) help retiring Bay County business owners?
Mike Calidonna, CFP®, CEPA® helps Bay County small-business owners coordinate business valuation, tax-efficient ownership succession or sale, and the conversion of business equity into durable retirement income.
Can seniors in both Panama City Beach and Lynn Haven meet with an advisor close to home?
Yes. Beachside seniors can visit the Hutchison Boulevard Suite 100 branch in Panama City Beach (32407), while North Bay and Lynn Haven seniors can visit the 810 Florida Avenue Suite B branch in downtown Lynn Haven (32444).
Connect with complementary legal, financial, and residential providers serving seniors in Panama City Beach and Bay County.
Law Office of Brian D. Hess (Panama City Beach Estate, Real Property & Probate Counsel)
Panama City Beach, Bay County
(850) 235-3004
Latitude Margaritaville Watersound (55+ Active Adult Master-Planned Resort Community)
Panama City Beach, Bay County
(850) 940-4504
The Blake at Panama City Beach (Assisted Living & Secured Memory Care — ECC Licensed)
Panama City Beach, Bay County
(850) 588-3860
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Financial Planning for Florida Seniors →
CFP®, CEPA®, and AAMS® retirement income and business exit planning across Panama City Beach and Lynn Haven.
Medicare Savings Programs & IRMAA Guide in Florida →
Structuring SECURE 2.0 RMDs and QCDs to protect against Medicare IRMAA surcharges.
Florida Senior Property Tax Exemptions →
Coordinating retirement AGI with Bay County 65+ Senior Homestead Exemption thresholds.
Florida Medicaid Long-Term Care Guide →
Planning long-term care insurance and assisted living reserves in Panama City Beach and Lynn Haven.
Moss Wealth Management, Inc. — Cetera Investment Advisers (Steven T. Moss)
Panama City Beach, Bay County
CompassPoint Wealth Management Group of Raymond James (Heather McCurley Noyes, CFP® & Ashtin Noyes Johnson, CFP®)
Panama City, Bay County
Sears, McDaniel & Associates — Merrill Lynch Wealth Management
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Wells Fargo Advisors — Panama City Branch & Burleson Wealth Management Group (Joseph McCurley Jr., CFP® & Jared Burleson, CFP®)
Panama City, Bay 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.