Skip to main content
Financial ServicesWealth Management✓ Verified
Newberry, Gilchrist County
Last verified: Sunday, October 25, 2026
Edward Jones — Sheila Kay Smith & Ashlyn Burtle (Newberry SR-26 Branch) & Luke Avizinis (High Springs US-441 Branch Serving Gilchrist County)
About This Organization

Because Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-57887, Florida Sunbiz Document #A26541) maintains zero (0) physical brick-and-mortar storefronts inside Gilchrist County (Trenton 32693, Bell 32619, or Fanning Springs 32693), this listing connects Gilchrist County retirees directly to the two immediate border Edward Jones branches located 10 to 12 miles east and northeast of the county line: (1) the Newberry State Road 26 Corridor Branch at 1845 SW 249th Drive (25349 W Newberry Rd / SR-26 corridor), Newberry, FL 32669 ((352) 472-2776—just 12 miles straight east of downtown Trenton on SR-26), staffed by veteran Financial Advisor Sheila Kay Smith (FINRA / SEC Individual CRD #5211962, 19+ years of registration since 2006, Series 7 & Series 66) and Financial Advisor Ashlyn Burtle (Individual CRD #7774772, Series 7 & Series 66, 0 disclosures); and (2) the High Springs Santa Fe Corridor Branch at 18928 NW US Highway 441, High Springs, FL 32643 ((386) 454-2741—directly across the Santa Fe River from Bell and northern Gilchrist County via US-27/SR-47), led by Financial Advisor Luke Avizinis (Individual CRD #6983313, Series 7 & Series 66, 0 disclosures). Also cross-referenced on the West Gainesville / SR-26 corridor for eastern Gilchrist commuters are Edward Jones Financial Advisors Rebecca L. Weseman (CRD #7997616, 3302 W University Ave, Ste A, Gainesville, FL 32607, (352) 642-8663) and Stephen L. Walker II (CRD #7491951, 2750 NW 43rd St, Ste 102, Gainesville, FL 32606, (352) 372-6412). Core services include one-on-one fiduciary retirement cash-flow modeling, Florida Retirement System (FRS) DROP and University of Florida (SUS ORP / 403(b) / 457(b)) rollovers, FDIC-insured brokered CD and Treasury ladders, tax-free municipal bonds, Required Minimum Distribution (RMD) automation, and long-term care protection.

Official Verification Sources: FINRA BrokerCheck — Sheila Kay Smith (CRD #5211962) & Ashlyn Burtle (CRD #7774772 — Edward Jones Newberry); FINRA BrokerCheck — Luke Avizinis (CRD #6983313 — Edward Jones High Springs); Edward Jones Official Branch Locator — Newberry (32669) & High Springs (32643)

Verified State & Regulatory Credentials
FINRA BrokerCheck / SEC RIA — Edward Jones Newberry SR-26 Branch (Serving Trenton & Central/Southern Gilchrist County): Firm CRD #250 (SEC File #801-57887) | Sheila Kay Smith (Ind. CRD #5211962) & Ashlyn Burtle (Ind. CRD #7774772 — 0 Disclosures)Status: Active SEC-Registered Investment Adviser & FINRA/SIPC Branch (Documenting 0 In-County Edward Jones Storefronts in Gilchrist County)

Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA

Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Gilchrist County has 0 in-county Edward Jones storefronts. The closest branch to Trenton (12 miles east on SR-26) is at 1845 SW 249th Dr (25349 W Newberry Rd corridor), Newberry, FL 32669 ((352) 472-2776), staffed by Sheila Kay Smith (Ind. CRD #5211962, registered since 2006) and Ashlyn Burtle (Ind. CRD #7774772, 0 disclosures).

FINRA BrokerCheck / SEC RIA — Edward Jones High Springs & West Gainesville Corridor Advisors (Serving Bell & Eastern Gilchrist): Luke Avizinis (Ind. CRD #6983313, High Springs — 0 Disclosures) | Rebecca L. Weseman (Ind. CRD #7997616) & Stephen L. Walker II (Ind. CRD #7491951)Status: Active SEC Investment Adviser Representatives & FINRA Registered Representatives

Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA

Notes: Verified 2026-10-26: Luke Avizinis (Ind. CRD #6983313, Series 7 & 66, 0 disclosures) serves Bell and northern Gilchrist County at 18928 NW US Hwy 441, High Springs, FL 32643 ((386) 454-2741); Rebecca L. Weseman (CRD #7997616, 3302 W University Ave, Ste A, Gainesville, (352) 642-8663) and Stephen L. Walker II (CRD #7491951, 2750 NW 43rd St, Ste 102, Gainesville, (352) 372-6412) serve eastern Gilchrist commuters.

Services Offered
One-on-One Fiduciary Retirement Cash-Flow & Portfolio Management (Edward Jones CRD #250 / SEC #801-57887)
12 Miles East of Trenton on SR-26 in Newberry (Sheila Kay Smith, CRD #5211962 & Ashlyn Burtle, CRD #7774772 — (352) 472-2776)
Northern Gilchrist & Bell Corridor Access in High Springs (Luke Avizinis, CRD #6983313 — 18928 NW US Hwy 441, (386) 454-2741)
Florida Retirement System (FRS) DROP, UF Health / SUS ORP & 401(k)/403(b)/457(b) Rollover Consolidation
Tax-Exempt Municipal Bond Ladders, U.S. Treasury Bills & FDIC-Insured Brokered CD Ladders for Conservative Income
SECURE 2.0 Required Minimum Distribution (RMD) Automation, Social Security Timing & Long-Term Care Funding
Frequently Asked Questions

Factual details and direct answers about Edward Jones — Sheila Kay Smith & Ashlyn Burtle (Newberry SR-26 Branch) & Luke Avizinis (High Springs US-441 Branch Serving Gilchrist County)'s services, licensing, and credentials.

Are there any Edward Jones offices physically located inside Trenton, Bell, or Fanning Springs?

No. Edward Jones (Firm CRD #250) has zero (0) physical offices inside Gilchrist County. Retirees in Trenton and Fanning Springs travel just 12 miles east on State Road 26 to the Newberry branch at 1845 SW 249th Drive, Newberry, FL 32669 ((352) 472-2776), staffed by Sheila Kay Smith (CRD #5211962) and Ashlyn Burtle (CRD #7774772), while retirees in Bell and northern Gilchrist County travel across the Santa Fe River to the High Springs branch at 18928 NW US Highway 441 ((386) 454-2741), staffed by Luke Avizinis (CRD #6983313).

Can the Newberry and High Springs Edward Jones branches help Gilchrist County residents retiring from UF Health, Santa Fe College, or the Gilchrist County School District?

Yes. Because hundreds of Gilchrist County residents commute along SR-26 and US-27/441 to work for Gilchrist County Schools, the State of Florida, UF, and UF Health Shands, advisors Sheila Kay Smith, Ashlyn Burtle, and Luke Avizinis specialize in comparing FRS Pension vs. DROP lump-sum rollovers, State University System Optional Retirement Program (SUS ORP) distributions, and 403(b)/457(b) consolidations.

Contact Information
Address
1845 SW 249th Dr, Newberry, FL 32669
Hours
Mon-Fri 8:30am-4:30pm (Newberry SR-26 Branch: (352) 472-2776; High Springs US-441 Branch at 18928 NW US Hwy 441: (386) 454-2741; West Gainesville University Ave Branch: (352) 642-8663)
Take Action

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.