The Town Square Mall branch of Edward Jones (SEC-registered fiduciary Investment Adviser, CRD #250, SEC File #801-57011) at 11400 Overseas Highway, Suite 220 in Marathon, Florida, is a Middle Keys retirement planning practice led by Senior Financial Advisor Sarah Anne Cizmas, CFP®, AAMS™, CRPC™ (CRD #5575233, registered since 2008) alongside Financial Advisor Melanie M. Ornelas (CRD #8157385). Serving retirees, winter snowbirds, and small-business owners across Marathon (33050), Key Colony Beach (33051), Grassy Key, and Big Pine Key (33043), the practice combines Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) expertise to structure sustainable retirement paychecks, optimize Social Security and Medicare enrollment windows, manage RMD tax brackets, and prepare for long-term care and coastal homeowner expenses.
Official Verification Sources: SEC IAPD — Sarah Anne Cizmas, CFP®, AAMS™, CRPC™ (CRD# 5575233); Edward Jones Marathon — Sarah A. Cizmas, CFP®, AAMS™, CRPC™
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Edward Jones (Firm CRD #250, SEC File #801-57011) operates a physical Middle Keys branch office at 11400 Overseas Hwy, Ste 220 (Town Square Mall), Marathon, FL 33050.
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Senior Financial Advisor Sarah Anne Cizmas, CFP®, AAMS™, CRPC™ (Individual CRD #5575233, registered since 2008) and Financial Advisor Melanie M. Ornelas (Individual CRD #8157385) serve Middle Keys retirees in Marathon.
Factual details and direct answers about Edward Jones Marathon — Sarah A. Cizmas, CFP®, AAMS™, CRPC™'s services, licensing, and credentials.
What retirement credentials does Sarah A. Cizmas hold at Edward Jones in Marathon?
Sarah Anne Cizmas (CRD #5575233) holds the Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Accredited Asset Management Specialist™ (AAMS™) designations at 11400 Overseas Hwy, Suite 220 in Marathon.
Can seasonal Marathon and Key Colony Beach residents meet in person for RMD and Social Security reviews?
Yes. Sarah A. Cizmas, CFP®, CRPC™ and Melanie M. Ornelas (CRD #8157385) provide in-person retirement income, RMD, and Social Security coordination at the Town Square Mall office in Marathon ((305) 743-6121).
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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.