Prosperity Wealth Management of Raymond James (operating through Raymond James & Associates, Inc., an SEC-registered Investment Adviser and FINRA/SIPC member firm, CRD #7059, SEC File #801-10418) is a premier Gainesville private wealth and retirement planning practice located at 4880 West Newberry Road, Suite 100 near Town of Tioga and North Florida Regional / HCA Florida North Florida Hospital (32607). Led by Senior Vice President, Investments and Managing Director Francis Rene Flores, MBA, CFP® (CRD #5712862), the team provides fiduciary advisory portfolio management, University of Florida (UF) ORP, 403(b), and UF Health physician retirement transition planning, Florida Retirement System (FRS) DROP rollovers, Florida municipal bond ladders, and multi-generational trust and estate coordination for Alachua County retirees.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Raymond James & Associates, Inc. (CRD #7059); SEC IAPD / FINRA BrokerCheck Profile — Francis Rene Flores, MBA, CFP® (CRD #5712862); Prosperity Wealth Management of Raymond James — Gainesville Official Page
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-10418; Gainesville branch office located at 4880 West Newberry Road, Suite 100, Gainesville, FL 32607.
Issuer: CFP Board / SEC / FINRA
Notes: Led by Senior Vice President, Investments Francis Rene Flores, MBA, CFP® (CRD #5712862), serving Gainesville and Alachua County families.
Factual details and direct answers about Prosperity Wealth Management of Raymond James (Raymond James & Associates, Inc.)'s services, licensing, and credentials.
Who leads Prosperity Wealth Management of Raymond James in Gainesville?
The practice at 4880 W Newberry Road, Suite 100, Gainesville, FL 32607 is led by Francis Rene Flores, MBA, CFP® (CRD #5712862), a CERTIFIED FINANCIAL PLANNER™ professional operating through SEC-registered Raymond James & Associates, Inc. (CRD #7059, SEC File #801-10418).
How does Prosperity Wealth Management assist UF Health Shands physicians, HCA Florida North Florida medical staff, and UF faculty?
Located directly on the West Newberry Road medical and university corridor, Francis Flores, MBA, CFP® structures tax-efficient retirement transitions across UF Optional Retirement Program (ORP), UF 403(b)/457(b), UF Health Academic Enrichment Fund (AEF) / Medical Faculty Practice Plan accounts, hospital 401(k) plans, and FRS DROP rollovers.
Can the team help plan for CCRC entrance fees and Alachua County senior property tax exemptions?
Yes. Advisors model cash-flow sustainability and securities-backed or portfolio liquidity for Oak Hammock at the University of Florida and The Village at Gainesville entrance fees, manage Medicare IRMAA brackets under SECURE 2.0 Act RMD rules, and coordinate with the Alachua County Property Appraiser (515 N Main St, Ste 200, Gainesville) on Homestead Exemption and Save Our Homes portability filings.
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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.