Operating at 123 East Howard Street, Live Oak, FL 32064, this private wealth management and fiduciary retirement planning practice is led by Seth Wilkins, CFP®, CPWA® (`CRD# 7089603`, FINRA Series 7TO and Series 66, 0 regulatory disclosures), dually registered with Edward D. Jones & Co., L.P. (`Firm CRD# 250` / `SEC# 801-14585`, `Sunbiz Doc# A26541`). As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Private Wealth Advisor® (CPWA® — an advanced credential issued by the Investments & Wealth Institute for high-net-worth wealth preservation, tax mitigation, and legacy transfer), Seth Wilkins delivers customized portfolio construction, Florida FRS DROP and 401(k)/IRA rollover management, multi-year Roth conversion and Medicare IRMAA premium bracket optimization, trust and estate coordination, and long-term care asset protection across Suwannee County.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Seth Wilkins, CFP®, CPWA® (CRD# 7089603); Edward Jones Official Branch Profile — Seth Wilkins (Live Oak, FL)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board / IWI
Notes: Seth Wilkins, CFP®, CPWA® (CRD# 7089603, Series 7TO & 66, 0 disclosures) is an active Investment Adviser Representative and Registered Representative with Edward D. Jones & Co., L.P. (CRD# 250, SEC# 801-14585, Sunbiz Doc #A26541) at 123 Howard St E, Live Oak, FL 32064.
Factual details and direct answers about Edward Jones — Seth Wilkins, CFP®, CPWA® (Financial Advisor)'s services, licensing, and credentials.
What does the CPWA® (Certified Private Wealth Advisor®) credential mean for retirees working with Seth Wilkins in Live Oak?
In addition to his fiduciary CFP® certification and FINRA Series 7TO/66 registrations (CRD# 7089603, 0 disclosures), Seth Wilkins holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute, focusing on high-net-worth tax mitigation, concentrated asset diversification, charitable remainder trusts, Qualified Charitable Distributions (QCDs), and estate preservation.
Does Seth Wilkins help retirees manage Medicare IRMAA surcharges and Required Minimum Distributions (RMDs)?
Yes. Seth Wilkins conducts annual tax-projection and distribution reviews at 123 East Howard Street in Live Oak ((386) 219-4227), timing IRA withdrawals, capital gains harvesting, and partial Roth conversions prior to age 73/75 to reduce lifetime Required Minimum Distributions and avoid unnecessary Medicare Part B and Part D IRMAA surcharges.
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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.