Providing multi-credentialed CPA/PFS, CFP®, and corporate fiduciary trust administration along the I-75 Exit 427 (Lake City), US-129 South (Live Oak), and SR-6 West (Madison) corridors serving Hamilton County families: (1) Moses Wealth Advisors of Raymond James at 4641 W US Highway 90, Lake City, FL 32055 ((386) 755-2260, https://www.raymondjames.com/moseswealthadvisors — immediately off I-75 Exit 427 south of Jasper and White Springs) operates through SEC-registered Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815) and Raymond James Financial Services, Inc. (CRD #6694), led by AICPA Personal Financial Specialist Tammy D. Hall, CPA/PFS (CRD #4291992), Certified Financial Planner™ Clarence E. 'Charlie' Brown III, CFP® (CRD #3138130), Charles D. Cowen Jr., CPA, CPFA (CRD #5247409), and Managing Director Austin Moses, AAMS® (CRD #6671771), uniting CPA tax strategy with institutional fiduciary portfolio management; (2) Capital City Bank (FDIC Certificate #9622, Sunbiz #134420, 343 W Base St, Madison, FL 32340, (850) 973-4161 & Branford (386) 935-1020), Capital City Trust Company (Florida OFR Charter #70239 / Sunbiz #P94000090624), and Capital City Strategic Wealth (Danny Etheridge, CRPC®, CRD #6189560 via LPL Financial CRD #6413) provide corporate fiduciary trustee administration for revocable/irrevocable trusts, Special Needs Trusts, and estate settlements; and (3) Ameris Bank (FDIC Certificate #16480, 201 S Ohio Ave, Live Oak, FL 32064, (386) 364-5000 — 16 miles south of Jasper) and Madison County Community Bank (FDIC #35056, hosting Wealth Enhancement & Preservation advisors Byron Poore CRD #4511039 and Darrin Cohen CRD #2488435) expand regional commercial and wealth banking options.
Official Verification Sources: Moses Wealth Advisors of Raymond James — Official Website (4641 W US Hwy 90, Lake City); Capital City Trust Company & Capital City Strategic Wealth — Official Website; Ameris Bank — Live Oak Branch (201 S Ohio Ave, Live Oak, FL)
Issuer: FINRA, U.S. SEC, CFP Board & Florida DBPR Board of Accountancy
Notes: Verified 2026-10-26 via FINRA BrokerCheck: Located immediately off I-75 Exit 427 at 4641 W US Hwy 90, Lake City, FL 32055 ((386) 755-2260), integrating CPA tax strategy with Raymond James fiduciary portfolio management.
Issuer: FDIC, Florida Office of Financial Regulation (OFR), FINRA & SEC
Notes: Verified 2026-10-26: Provides corporate fiduciary trustee administration (Capital City Trust Company), LPL Financial retirement advisory, and regional commercial banking 16–18 miles from Jasper in Live Oak and Madison.
Factual details and direct answers about Moses Wealth Advisors of Raymond James (Tammy D. Hall, CPA/PFS, Clarence E. Brown III, CFP® & Charles D. Cowen Jr., CPA/CPFA) & Ameris Bank / Capital City Trust Corridor's services, licensing, and credentials.
Where can a Hamilton County family find a team that combines a Certified Public Accountant (CPA/PFS) and a Certified Financial Planner™ (CFP®) under one roof?
Moses Wealth Advisors of Raymond James at 4641 W US Highway 90 in Lake City ((386) 755-2260, just south of Jasper and White Springs at I-75 Exit 427) includes both AICPA Personal Financial Specialist Tammy D. Hall, CPA/PFS (CRD #4291992), Charles D. Cowen Jr., CPA/CPFA (CRD #5247409), and Certified Financial Planner™ Clarence E. Brown III, CFP® (CRD #3138130), allowing retirees to coordinate multi-year tax planning, Roth conversions, and fiduciary portfolio management in one office.
Which regulated trust company serves as a corporate fiduciary trustee or personal representative for Hamilton County estates?
Capital City Trust Company (Florida OFR Charter #70239 / Sunbiz #P94000090624), accessible through nearby Capital City Bank (FDIC Cert #9622) branches at 343 W Base Street in Madison ((850) 973-4161) and in Branford ((386) 935-1020), serves as an independent corporate trustee, successor trustee, and estate fiduciary for North Florida families.
Connect with complementary legal, financial, and residential providers serving seniors in Jasper and Hamilton County.
The Law Office of Ralph R. Deas, P.A. & Law Office of James E. 'Jay' Willingham, Jr., Esq. (with Rickerson Legal, P.A. — Resident Jasper Probate, Wills, Estate Planning & Real Property Counsel)
Jasper, Hamilton County
(386) 792-2755
Greenhaven Apartments (37 Units), Oaktree Apartments (24 Units) & Greenbriar Apartments (24 Units) — Jasper USDA Section 515/521 & FHFC LIHTC Portfolio
Jasper, Hamilton County
(386) 792-1516
Suwannee Valley Nursing Center (60-Bed Skilled Nursing, Memory Care & Post-Acute Rehabilitation Facility — Jasper)
Jasper, Hamilton County
(386) 792-1868
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
First Federal Bank — Jasper Branch (Sole In-County FDIC Bank) & White Springs ATM (With Lake City HQ & Live Oak South Branch)
Jasper, Hamilton County
Gunter Financial Services, Inc. (Herman Gunter III & Herman Gunter IV, CFP® — Kovack Advisors) & GulfCoast Financial Services, Inc. (John G. Kuykendall)
Jasper, Hamilton County
Edward Jones — US-129 Live Oak, US-41 / I-75 Lake City & SR-6 Madison CFP® Fiduciary Corridor (Travis Henry, CFP®, Seth Wilkins, CFP®, Hunter Abercrombie, CFP® & Robert Woodard, CFP®)
Jasper, Hamilton County
Suwannee River Federal Credit Union — Jasper Branch (NCUA #1086 — Sole In-County Credit Union) & I-75 Credit Union Wealth Network (VyStar CFP® & CAMPUS USA LPL Desks)
Jasper, Hamilton 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.