Situated in the heart of historic downtown Lake City at 148 North Marion Avenue, Lake City, FL 32055 (across from Olustee Park and one block west of the Columbia County Courthouse), this flagship Edward Jones branch (Firm CRD #250, SEC File #801-7284) is led by CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ Robert Wayne Woodard, CFP®, AAMS™ (Individual CRD #4935494, 21 years of registered advisory experience with zero regulatory disclosures). Robert Woodard works closely with Lake City, Fort White, and North Central Florida retirees on CFP® fiduciary retirement income modeling, Florida Retirement System (FRS) DROP and Pension Plan rollovers, federal FERS and Thrift Savings Plan (TSP) transitions for Lake City VA Medical Center employees, tax-efficient Required Minimum Distribution (RMD) strategies, and multi-generational estate and beneficiary coordination.
Official Verification Sources: FINRA BrokerCheck — Robert Wayne Woodard, CFP®, AAMS™ (CRD# 4935494); Edward Jones Official Branch Page — Robert W. Woodard, CFP®, AAMS™ (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250, SEC File #801-7284) operates its downtown Lake City branch at 148 N Marion Ave, Lake City, FL 32055.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Robert Wayne Woodard, CFP®, AAMS™ (Individual CRD #4935494, 21 years of experience, clean regulatory record) leads the 148 N Marion Ave office in downtown Lake City.
Factual details and direct answers about Edward Jones — Robert W. Woodard, CFP®, AAMS™ (Downtown Lake City Branch)'s services, licensing, and credentials.
What professional credentials does Robert W. Woodard hold at the downtown Lake City Edward Jones office?
Robert Wayne Woodard (CRD #4935494, 21 years of experience) holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Accredited Asset Management Specialist™ (AAMS™) designation at 148 North Marion Avenue, Lake City, FL 32055.
Can Robert Woodard assist Columbia County teachers, state employees, and VA hospital workers with retirement rollovers?
Yes. He specializes in guiding Columbia County School District and state agency retirees through FRS DROP rollovers as well as federal Lake City VA Medical Center retirees through Thrift Savings Plan (TSP) to IRA transitions.
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 — Jones and Dicks Financial Group (Steven C. Jones, CFP® & Abigail C. Dicks)
Lake City, Columbia County
Edward Jones — Steven A. Smith, MBA, CFP® & Jessica Harris (SW Main Blvd Branch)
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.