Endicott Wealth Management is a fiduciary retirement planning and private wealth management practice located on North Alabama Avenue in historic Downtown DeLand, Florida, serving retirees, widows, women in transition, and families across DeLand, Victoria Park, Orange City, DeBary, and Deltona. Founded and led by Vice President of Investments Lori Ann Endicott, CFP®, WMS™—a Certified Financial Planner™ professional and Wealth Management Specialist™ with nearly three decades of advisory experience—the practice provides personalized longevity planning, tax-sensitive retirement income distribution, and institutional portfolio management through Raymond James & Associates, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Lori Ann Endicott, CFP®, WMS™); SEC Investment Adviser Public Disclosure (Raymond James & Associates, Inc.); Endicott Wealth Management Official Website
Issuer: SEC / FINRA (Raymond James & Associates, Inc.)
Notes: SEC File #801-10418; fiduciary investment advisory and brokerage services offered through Raymond James & Associates, Inc. (CRD #705) in Downtown DeLand, FL.
Issuer: CFP Board / FINRA / SEC IAPD
Notes: Led by Founder & Vice President of Investments Lori Ann Endicott, CFP®, WMS™ (CRD #2762527), a Certified Financial Planner™ professional advising West Volusia retirees and families since 1996.
Factual details and direct answers about Endicott Wealth Management's services, licensing, and credentials.
Who leads Endicott Wealth Management in Downtown DeLand?
Endicott Wealth Management is founded and led by Vice President of Investments Lori Ann Endicott, CFP®, WMS™ (CRD #2762527), a Certified Financial Planner™ practitioner who has served DeLand and West Volusia families since 1996.
How is Endicott Wealth Management registered for fiduciary investment management?
The practice operates as a branch of Raymond James & Associates, Inc. (CRD #705, SEC File #801-10418), an SEC-registered Investment Adviser and member of FINRA and SIPC.
Where is Endicott Wealth Management located in DeLand?
The office is located one block east of Woodland Boulevard in historic Downtown DeLand at 120 North Alabama Avenue, DeLand, Florida 32724.
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