Led by Certified Financial Planner™ professional Neal F. McDaniel, CFP® (CRD #5493881, registered since 2008 with fiduciary advisory programs offered through SEC-registered Edward D. Jones & Co., L.P., CRD #250, SEC File #801-3297), this established Fleming Island retirement and estate wealth practice is located at 1550 Business Center Drive, Suite A in Fleming Island, Clay County, Florida (32003). Serving retired U.S. Navy aviators and officers from NAS Jacksonville, Florida Retirement System (FRS) educators and law enforcement personnel, and retirees across Fleming Island, Green Cove Springs, Magnolia Point, and Penney Farms, the office specializes in tax-efficient retirement paycheck design, municipal and fixed-income bond laddering, RMD and Qualified Charitable Distribution (QCD) execution, and collaborative estate planning with Clay County elder law attorneys and CPAs.
Official Verification Sources: SEC IAPD Individual Profile — Neal F. McDaniel, CFP® (CRD #5493881); SEC Investment Adviser Public Disclosure — Edward D. Jones & Co., L.P. (CRD #250); Neal F. McDaniel, CFP® — Edward Jones Official Advisor Page
Issuer: CFP Board / SEC / FINRA
Notes: Led by Financial Advisor Neal F. McDaniel, CFP® (CRD #5493881) at 1550 Business Center Drive, Suite A, Fleming Island, FL 32003.
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-3297; fiduciary investment advisory programs offered through Edward D. Jones & Co., L.P.
Factual details and direct answers about McDaniel Wealth Group — Neal F. McDaniel, CFP® (Edward Jones)'s services, licensing, and credentials.
What credentials does Fleming Island financial advisor Neal F. McDaniel hold?
Neal F. McDaniel (CRD #5493881) holds the Certified Financial Planner™ (CFP®) certification from the CFP Board and has served Clay County investors since 2008 under SEC-registered Edward D. Jones & Co., L.P. (CRD #250, SEC File #801-3297).
How does Neal F. McDaniel, CFP® assist retirees in Fleming Island, Magnolia Point, and Green Cove Springs?
The practice helps Clay County retirees build predictable monthly retirement income streams using dividend equities and fixed-income ladders, execute tax-free Qualified Charitable Distributions (QCDs) after age 70½, roll over FRS DROP and military TSP balances, and coordinate account titling with Florida revocable living trusts.
Where is Neal F. McDaniel's office located in Fleming Island?
The office is located at 1550 Business Center Drive, Suite A, Fleming Island, Florida 32003, just off U.S. Highway 17 and Town Center Boulevard near Baptist Medical Center Clay.
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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.