Private Wealth Management & Consulting, LLC is an independent Tallahassee retirement planning and wealth advisory practice located at Metropolitan Circle off Thomasville Road and Capital Circle Northeast (32308), offering fiduciary advisory and securities services through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970). Led by President & Lead Wealth Advisor Edward 'Eddie' Allan Knowles, AIF®, BFA™ (CRD #4206181, an Accredited Investment Fiduciary® and Behavioral Financial Advisor™ with more than 25 years of experience serving North Florida families) alongside Associate Wealth Advisor Cindy Garcia, the firm specializes in behavioral retirement coaching, Florida Retirement System (FRS) DROP and university ORP rollovers, tax-efficient retirement paychecks, and estate legacy planning.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck Profile — Edward Allan Knowles, AIF®, BFA™ (CRD #4206181); SEC Investment Adviser Public Disclosure — LPL Financial LLC (CRD #6413); Private Wealth Management & Consulting Official Website
Issuer: SEC / FINRA / Fi360
Notes: President Edward 'Eddie' Allan Knowles, AIF®, BFA™ (CRD #4206181) has been registered in Tallahassee since 2000 and holds the Accredited Investment Fiduciary® and Behavioral Financial Advisor™ designations.
Issuer: SEC / FINRA
Notes: SEC File #801-10970; advisory and brokerage supervision for Private Wealth Management & Consulting at 1680 Metropolitan Circle, Tallahassee, FL 32308.
Factual details and direct answers about Private Wealth Management & Consulting, LLC's services, licensing, and credentials.
What does the Accredited Investment Fiduciary® (AIF®) designation held by Eddie Knowles mean for Tallahassee retirees?
President Edward 'Eddie' Knowles (CRD #4206181) holds both the Accredited Investment Fiduciary® (AIF®) designation and the Behavioral Financial Advisor™ (BFA™) certification, demonstrating formal training in fiduciary standards of care, prudent investment processes, and disciplined retirement decision-making.
Does Private Wealth Management & Consulting help Leon County state and university retirees manage retirement distributions?
Yes. The firm helps retiring State of Florida agency staff, FSU and FAMU employees, and local business owners transition lump-sum FRS DROP accounts, 403(b)/457(b) plans, and IRAs into structured monthly retirement income streams while managing RMDs and healthcare reserves.
Where is Private Wealth Management & Consulting located in Tallahassee?
The firm is located at 1680 Metropolitan Circle, Tallahassee, Florida 32308, in the Metropolitan Blvd / Thomasville Road professional corridor just south of the I-10 interchange.
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