The Marco Island office of Raymond James & Associates, Inc. (SEC-registered fiduciary Investment Adviser, CRD #705, SEC File #801-10418) is an established retirement income and wealth management practice located on Bald Eagle Drive in Marco Island, Florida. Led by Senior Vice President of Wealth Management and Resident Branch Manager Darcie H. Guerin, CFP® (CRD #1378363) alongside Financial Advisor Keith T. Embree, CFP® (CRD #6226721), the practice serves full-time and seasonal island retirees across Marco Island, Goodland, Isles of Capri, and South Naples with fiduciary CFP® retirement cash-flow planning, tax-efficient RMD and Roth conversion strategies, Medicare IRMAA bracket management, and coastal estate preservation.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck Profile (Darcie H. Guerin, CFP®); SEC IAPD / FINRA BrokerCheck Profile (Keith T. Embree, CFP®); SEC IAPD Firm Summary (Raymond James & Associates, Inc.); Raymond James Marco Island Branch Official Website
Issuer: Certified Financial Planner Board of Standards / SEC / FINRA
Notes: Led on Marco Island by Senior VP & Resident Branch Manager Darcie H. Guerin, CFP® (CRD #1378363, registered since 1985) and Financial Advisor Keith Thomas Embree, CFP® (CRD #6226721).
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-10418 (Raymond James & Associates, Inc.); fiduciary investment advisory and financial planning services delivered from the Marco Island branch at 606 Bald Eagle Drive, Suite 401, Marco Island, FL 34145.
Factual details and direct answers about Raymond James Marco Island — Guerin & Embree Wealth Management's services, licensing, and credentials.
Who are the Certified Financial Planner™ professionals at the Raymond James Marco Island office?
The Marco Island office is led by Resident Branch Manager and Senior Vice President Darcie H. Guerin, CFP® (CRD #1378363), who has nearly four decades of advisory experience, alongside Financial Advisor Keith T. Embree, CFP® (CRD #6226721).
How does the Marco Island team assist island retirees and seasonal snowbirds?
Operating through SEC-registered Raymond James & Associates, Inc. (CRD #705, SEC File #801-10418), the practice helps Marco Island and Isles of Capri retirees establish Florida domicile, structure tax-free municipal bond and dividend income, optimize RMDs, and coordinate estate trusts.
Where is the Raymond James office located on Marco Island?
The branch is located in the heart of Marco Island at 606 Bald Eagle Drive, Suite 401, Marco Island, Florida 34145.
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