Fross & Fross Wealth Management is one of The Villages' flagship private wealth and retirement income practices, headquartered at 910 Old Camp Road (Building 90) near Lake Sumter Landing in The Villages, Sumter County, Florida (ZIP 32162, with an additional Sumter County branch at 2662 W Torch Lake Drive in Brownwood 32163). Offering securities and fiduciary advisory services through LPL Financial LLC (CRD# 6413 / SEC# 801-10970), the firm is led by Co-Founders Robert C. Fross (CRD# 4509851) and Thomas Michael Fross (CRD# 4509874), Private Wealth Manager Patrick Fross, RICP® (CRD# 5770160), and Portfolio Strategist Tucker Woods, CFP® (CRD# 7267145), providing CFP® and RICP® retirement income engineering, tax-efficient RMD and Roth conversion strategies, and multigenerational legacy planning.
Official Verification Sources: FINRA BrokerCheck — Robert C. Fross (CRD# 4509851) & Thomas M. Fross (CRD# 4509874); Fross & Fross Wealth Management — Official Website
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Active private wealth management practice in The Villages (Sumter County ZIPs 32162 & 32163) affiliated with LPL Financial LLC (CRD# 6413 / SEC# 801-10970).
Factual details and direct answers about Fross & Fross Wealth Management — LPL Financial (Robert Fross, Thomas Fross, Patrick Fross, RICP® & Tucker Woods, CFP®)'s services, licensing, and credentials.
Where are Fross & Fross Wealth Management's offices located in Sumter County?
Fross & Fross Wealth Management is headquartered at 910 Old Camp Rd, Bldg 90, The Villages, FL 32162 (near Lake Sumter Landing), with a second Sumter County office at 2662 W Torch Lake Dr, The Villages, FL 32163 (near Brownwood Paddock Square), reachable at (352) 205-7800.
What retirement credentials do the advisors at Fross & Fross hold?
Alongside Co-Founders Robert Fross (CRD# 4509851) and Thomas Fross (CRD# 4509874), the advisory team includes Retirement Income Certified Professional Patrick Fross, RICP® (CRD# 5770160) and Certified Financial Planner Tucker Woods, CFP® (CRD# 7267145).
How is Fross & Fross Wealth Management regulated?
Securities and fiduciary investment advisory services are offered through LPL Financial LLC (CRD# 6413 / SEC File #801-10970), an SEC-Registered Investment Adviser and FINRA/SIPC member firm.
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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.