Markey Wealth Management is an established Southwest Gainesville fiduciary financial planning and retirement wealth management practice located in the heart of Haile Village Center at 5055 SW 91st Terrace, Suite 102 (32608), serving Haile Plantation, Newberry, Archer, and greater Alachua County since 2009. Founded and led by President Darrin James Markey, CFP® (CRD #1810381)—a veteran CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years of financial industry experience operating advisory services through SEC-registered Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and LPL Financial LLC (CRD #6413, SEC File #801-10970)—the practice specializes in retirement cash-flow engineering, University of Florida (UF) ORP and FRS DROP rollovers, tax-efficient withdrawal sequencing, and Oak Hammock at UF life-plan community transitions.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck Profile — Darrin James Markey, CFP® (CRD #1810381); SEC Investment Adviser Public Disclosure — Independent Advisor Alliance, LLC (CRD #168267); Markey Wealth Management Official Website
Issuer: CFP Board / SEC / FINRA
Notes: Founder & President Darrin James Markey, CFP® (CRD #1810381) has been registered in the securities and advisory industry since 1988, serving Haile Village Center and Alachua County retirees.
Issuer: Securities and Exchange Commission (SEC)
Notes: Fiduciary investment advisory services offered through Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and LPL Financial LLC (CRD #6413, SEC File #801-10970).
Factual details and direct answers about Markey Wealth Management (Darrin J. Markey, CFP®)'s services, licensing, and credentials.
Where is Markey Wealth Management located in Southwest Gainesville?
Markey Wealth Management is located in Haile Village Center at 5055 SW 91st Terrace, Suite 102, Gainesville, FL 32608, convenient to Haile Plantation, Oak Hammock at the University of Florida, Tioga, and Newberry.
What credentials and regulatory registrations does Darrin Markey hold?
Founder and President Darrin James Markey, CFP® (CRD #1810381) is a CERTIFIED FINANCIAL PLANNER™ professional with over 35 years of experience, providing fiduciary advisory services through SEC-registered Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and LPL Financial LLC (CRD #6413).
How does Markey Wealth Management assist Haile Plantation and UF retirees moving to Oak Hammock or downsizing in Alachua County?
Situated just minutes from Oak Hammock at the University of Florida on SW 25th Terrace, Darrin Markey, CFP® helps retiring UF faculty, physicians, and Haile Plantation homeowners coordinate UF ORP/403(b) and FRS DROP rollovers, model CCRC entrance-fee liquidity and IRC Section 213(d) tax deductions, and transfer Save Our Homes portability benefits through the Alachua County Property Appraiser.
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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.