Precision Wealth Management of Raymond James (Raymond James & Associates, Inc., CRD# 705 / SEC# 801-10418) operates at 2631 W Torch Lake Drive in Brownwood Paddock Square, The Villages, Sumter County, Florida (ZIP 32163). Led by Managing Director and Senior Vice President Marc Damon Hallick, WMS™, AAMS®, CRPC™, AIF® (CRD# 4652410) and First Vice President William Romain Spell III, CFP®, LL.M., AAMS®, AIF® (CRD# 5644797), the team combines Certified Financial Planner (CFP®), Master of Laws (LL.M.), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Planning Counselor (CRPC™) credentials to serve southern Villages and Wildwood retirees.
Official Verification Sources: FINRA BrokerCheck — Marc Damon Hallick (CRD# 4652410) & William Romain Spell III (CRD# 5644797); Precision Wealth Management of Raymond James — Official Website
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Active Raymond James & Associates, Inc. (CRD# 705) branch at Brownwood Paddock Square in The Villages, Sumter County, FL 32163.
Factual details and direct answers about Precision Wealth Management of Raymond James — Brownwood Office (Marc D. Hallick, AIF®, CRPC™ & William R. Spell III, CFP®, LL.M.)'s services, licensing, and credentials.
What specialized credentials do the advisors at Precision Wealth Management of Raymond James in Brownwood hold?
Managing Director Marc D. Hallick (CRD# 4652410) holds the AIF®, CRPC™, AAMS®, and WMS™ designations, and First Vice President William R. Spell III (CRD# 5644797) holds the CFP®, AIF®, AAMS®, and Master of Laws (LL.M.) credentials.
Where is Precision Wealth Management of Raymond James located in The Villages?
The office is located at Brownwood Paddock Square at 2631 W Torch Lake Dr, The Villages, FL 32163, and can be reached at (352) 571-3125.
Can Precision Wealth Management coordinate tax-advantaged trust and charitable strategies?
Yes. Leveraging CFP® and LL.M. training alongside Raymond James trust and estate resources, the team structures Donor-Advised Funds, Qualified Charitable Distributions (QCDs), and multigenerational estate plans.
Connect with complementary legal, financial, and residential providers serving seniors in The Villages and Sumter County.
Trotter & Soulsby, P.A. (Mary Frances Trotter, B.C.S. & Edward W. Soulsby, B.C.S. — Dual Board Certified Elder Law Specialists)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Senior Citizen Benefits Guide →
CFP® and CRPC™ retirement cash-flow planning in Brownwood (32163) and Wildwood.
Florida Senior Property Tax Exemptions →
Establishing Florida domicile and property tax protections in southern Villages neighborhoods.
Medicare Savings Programs in Florida →
Using Qualified Charitable Distributions (QCDs) and municipal bonds to manage MAGI.
Florida Medicaid Long-Term Care Guide →
Integrating long-term care risk protection with estate and trust planning.
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Parady Financial Group (Parady Wealth Management, LLC — Brownwood Headquarters)
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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.