Because FINRA/SEC branch registries confirm zero (0) standalone national brokerage storefronts (such as Raymond James or Edward Jones) physically inside Cross City (32628), Old Town (32680), Horseshoe Beach (32648), or Suwannee (32692), Dixie County retirees are directly served by the three closest registered national brokerage offices along State Road 26 and US Highway 19/98: (1) The Barber Group of Raymond James at 107 NE 5th Street, Trenton, FL 32693 ((352) 487-7000, https://www.raymondjames.com/thebarbergroup — just 12 miles east of Old Town across the Suwannee River), led by Branch Manager & Financial Advisor Kelly Dean Barber (Individual CRD #5006677, active since 2005 with 0 regulatory disclosures, registered with Raymond James Financial Services Advisors, Inc., CRD #149018 / SEC #801-69815, and Raymond James Financial Services, Inc., CRD #6694; operating through Barber Wealth Management, LLC, Sunbiz #L24000491746); (2) Edward Jones — Perry Branch (serving Jena/Steinhatchee 32359 and northern Dixie County along US-19/98) at 304 E Hampton Springs Avenue, Perry, FL 32347 ((850) 584-2678), led by CERTIFIED FINANCIAL PLANNER™ professional Cory G. Taylor, CFP®, CEPA® (Individual CRD #6532708, 0 disclosures, Edward Jones CRD #250 / SEC #801-14888); and (3) Edward Jones — Newberry Branches on the SR-26 corridor east of Old Town/Trenton, led by Senior Financial Advisor Sheila Kay Smith (Individual CRD #5211962, active since 2006, 0 disclosures, 1845 SW 249th Dr, Newberry, FL 32669, (352) 472-2776) and Financial Advisor Kristin N. Jackson (Individual CRD #7774772, 0 disclosures, 24206 W Newberry Rd, Ste C, Newberry, FL 32669, (352) 472-5980).
Official Verification Sources: The Barber Group of Raymond James — Kelly Dean Barber (107 NE 5th St, Trenton, FL); FINRA BrokerCheck — Kelly Dean Barber (CRD #5006677); FINRA BrokerCheck — Cory G. Taylor, CFP® (CRD #6532708) & Sheila Kay Smith (CRD #5211962)
Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA
Notes: Verified 2026-10-26 via FINRA BrokerCheck: Kelly Dean Barber (CRD #5006677, active since 2005, 0 disclosures) leads The Barber Group of Raymond James at 107 NE 5th St, Trenton, FL 32693 ((352) 487-7000).
Issuer: CFP Board, U.S. SEC & FINRA
Notes: Verified 2026-10-26: Cory G. Taylor, CFP® (CRD #6532708, 304 E Hampton Springs Ave, Perry, (850) 584-2678) and Sheila Kay Smith (CRD #5211962, 1845 SW 249th Dr, Newberry, (352) 472-2776) have 0 regulatory disclosures.
Factual details and direct answers about The Barber Group of Raymond James — Kelly Dean Barber (Trenton — CRD #5006677) & Edward Jones — Cory G. Taylor, CFP® (Perry) & Sheila Kay Smith (Newberry)'s services, licensing, and credentials.
Where is the closest Raymond James or Edward Jones office for residents of Old Town, Cross City, Horseshoe Beach, and Steinhatchee/Jena?
Because there are zero (0) standalone national brokerage storefronts inside Dixie County, Old Town and Cross City residents drive 12 to 18 miles east across the Suwannee River to The Barber Group of Raymond James at 107 NE 5th Street, Trenton, FL 32693 ((352) 487-7000, led by Kelly Dean Barber, CRD #5006677) or continue on SR-26 to Edward Jones in Newberry (Sheila Kay Smith, CRD #5211962, (352) 472-2776). Residents of Jena/Steinhatchee (32359) and western Dixie County along US-19/98 are served by Cory G. Taylor, CFP® at Edward Jones in Perry (304 E Hampton Springs Ave, (850) 584-2678, CRD #6532708).
Do Kelly Dean Barber, Cory G. Taylor, CFP®, and Sheila Kay Smith have clean FINRA BrokerCheck records?
Yes. An audit of FINRA BrokerCheck and SEC IAPD records confirms zero (0) customer disputes, regulatory sanctions, or disciplinary disclosures for Kelly Dean Barber (CRD #5006677), Cory G. Taylor, CFP® (CRD #6532708), Sheila Kay Smith (CRD #5211962), and Kristin N. Jackson (CRD #7774772).
Connect with complementary legal, financial, and residential providers serving seniors in Cross City and Dixie County.
Chana M. Watson, Attorney at Law, P.A. — Chana Marie Watson, Esq. (With Kyle S. Felty, Esq., B.C.S., Real Estate)
Cross City, Dixie County
(352) 578-2014
The Timbers Apartments (Cross City USDA Section 515 Senior & Family Housing — Royal American Management, With Fanning Springs Border Villas)
Cross City, Dixie County
(352) 498-3175
Cross City Nursing and Rehabilitation Center (60-Bed Skilled Nursing, Post-Acute Rehab & Memory Care — Cross City)
Cross City, Dixie County
(352) 498-2005
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Seacoast National Bank (FDIC #109), Ameris Bank (FDIC #16480) & Capital City Bank (FDIC #9622) — In-County FDIC Senior, IRA & Estate Banking (Cross City)
Cross City, Dixie County
Seacoast Wealth Management (Cross City Branch) & Smith Asset Management Co., LLC (Independent SEC Fiduciary RIA — CRD #127684) / Lancaster Wealth Management
Cross City, Dixie County
Balog + Hodges, CPAs (Formerly Anne G. Hodges, CPAs — Cross City DBPR Firm #AD67179) — With Trenton CPAs W. Wesley Roberts, CPA (#AC0031519) & Max K. McGee, CPA (#AD65324)
Cross City, Dixie County
Capital City Strategic Wealth & Capital City Trust Company — Daniel D. 'Danny' Etheridge, CRPC®, CKA® (Cross City & Fanning Springs In-Branch Advisory)
Cross City, Dixie 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.