Because Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC #801-7288) does not maintain a physical storefront inside Arcadia's city limits, DeSoto County retirees in Lake Suzy (34266/34269), Fort Ogden (34267), and Arcadia (34266) are directly served by the nearest border-corridor Edward Jones fiduciary wealth management offices along Kings Highway and US-17: Financial Advisor Steven Roy 'Steve' Muse (Individual CRD #6415134, registered with Edward Jones since 2015, Series 7 & 66, 0 disclosures, (941) 624-2411) and Certified Financial Planner™ Adam Cummings, CFP®, CRPC™, MBA (Individual CRD #6136999, Chartered Retirement Planning Counselor™, Series 7 & 66, 0 disclosures, 100 Madrid Blvd, Ste 112, Punta Gorda, (941) 639-0233). Both advisors provide comprehensive fiduciary retirement income modeling, Required Minimum Distribution (RMD) optimization, tax-efficient municipal and Treasury bond ladders, long-term care insurance analysis, and estate settlement coordination for DeSoto County households.
Official Verification Sources: FINRA BrokerCheck — Steven Roy Muse (CRD #6415134); FINRA BrokerCheck — Adam Cummings, CFP®, CRPC™ (CRD #6136999); Edward Jones Official Advisor Profile — Steve Muse
Issuer: FINRA BrokerCheck / U.S. Securities and Exchange Commission (SEC)
Notes: Verified active FINRA/SEC registration for Steven Roy Muse (CRD #6415134, registered since 2015, Series 7 & 66) with Edward D. Jones & Co., L.P. (CRD #250, Sunbiz Doc# A18977), 0 disclosures.
Issuer: CFP Board of Standards / FINRA BrokerCheck
Notes: Verified active FINRA/SEC registration and CFP® / CRPC™ credentials for Adam Cummings (CRD #6136999, registered since 2013, 0 disclosures, (941) 639-0233) serving the US-17 / Kings Hwy / DeSoto County corridor.
Factual details and direct answers about Edward Jones — Steven Roy 'Steve' Muse & Adam Cummings, CFP®, CRPC™, MBA (Serving Lake Suzy, Fort Ogden & Arcadia Corridor)'s services, licensing, and credentials.
Which Edward Jones advisors serve retirees in Lake Suzy, Fort Ogden, and Arcadia?
Because Edward Jones does not operate a storefront inside Arcadia, DeSoto County retirees in Lake Suzy, Fort Ogden, and Arcadia are served by nearby border-corridor advisors Steven Roy 'Steve' Muse (CRD #6415134, (941) 624-2411) and Adam Cummings, CFP®, CRPC™, MBA (CRD #6136999, (941) 639-0233) along the Kings Highway and US-17 corridor.
What specialized retirement credentials do these Edward Jones advisors hold?
Steve Muse (CRD #6415134) holds FINRA Series 7 and Series 66 fiduciary licenses with over a decade of tenure at Edward Jones, and Adam Cummings (CRD #6136999) holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and an MBA. Both maintain zero regulatory or customer disclosures.
Connect with complementary legal, financial, and residential providers serving seniors in Lake Suzy and DeSoto County.
J. Cole Brewer, P.A. / Berg, Brewer, Kessler & Mowry, PLLC — Arcadia Office
Arcadia, DeSoto County
(863) 494-4323
Arcadia Housing Authority (HUD PHA FL047) & DeSoto County Social Services / SHIP Housing Program
Arcadia, DeSoto County
(863) 494-4343
Arcadia Oaks Assisted Living (Care Haven Senior Living)
Arcadia, DeSoto County
(863) 993-9760
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
CPA Financial Advisor, Inc. — Eugene Perry Heitman II, CPA, CFP® & Michael William Cryan, CFP® (Cetera Investment Advisers — Lake Suzy / DeSoto County)
Lake Suzy, DeSoto County
Crews Bank & Trust — Wealth Management & Fiduciary Trust Services (Arcadia Main / North & East Branches)
Arcadia, DeSoto County
Hackney, Ames & Reichel, P.A., CPAs — Andrew T. 'Andy' Ames, CPA, CFP®, William A. Hackney, Jr., CPA & Matthew J. Reichel, CPA (Arcadia Office)
Arcadia, DeSoto County
Suncoast Investment Services — Jamison Dale Edlin (Suncoast Credit Union — Arcadia Branch / LPL Financial)
Arcadia, DeSoto 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.