The Downtown Inverness Branch of Raymond James & Associates, Inc. (an SEC-registered fiduciary Investment Adviser and FINRA/NYSE member firm headquartered in St. Petersburg, Florida, CRD #705, SEC File #801-10418) is an institutional wealth management, retirement income, and legacy planning office located at 116 North Pine Avenue in Inverness, Citrus County, Florida (ZIP 34450)—just one block west of the Fifth Judicial Circuit Citrus County Courthouse (110 N Apopka Ave). Anchored by Vice President of Investments Lisa C. Esteves-Dixon, CFP®, CPFA® (Individual CRD #2274989, registered in the securities industry since 1992 with 34 years of experience) and Associate Vice President of Wealth Management Jared Kenneth Kirby, MBA, CEPA® (NPN #16992940, Kirby Wealth Management of Raymond James), the branch delivers comprehensive fiduciary wealth management to east and central Citrus County retirees.
Combining Certified Financial Planner™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Master of Business Administration (MBA), and Certified Exit Planning Advisor® (CEPA®) credentials, the Inverness Raymond James team serves retirees, business owners, and surviving spouses across the Villages of Citrus Hills, Terra Vista, Hernando, Inverness Highlands, Floral City, and Beverly Hills with FRS DROP rollovers, municipal bond ladders, SECURE 2.0 RMD sequencing, and Raymond James Trust fiduciary services.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Raymond James & Associates, Inc. (CRD #705); SEC IAPD Individual Profile — Lisa C. Esteves-Dixon, CFP®, CPFA® (CRD #2274989); Raymond James & Associates — Inverness Branch Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-10418; fiduciary investment advisory and private client wealth management services offered through Raymond James & Associates, Inc. (CRD #705) at 116 N Pine Ave, Inverness, FL 34450 (Phone: 352-341-5831).
Issuer: CFP Board / NAPA / Exit Planning Institute / SEC / FINRA
Notes: Anchored at 116 N Pine Ave, Inverness (34450) by Vice President of Investments Lisa C. Esteves-Dixon, CFP®, CPFA® (CRD #2274989, registered since 1992) and Associate Vice President Jared Kenneth Kirby, MBA, CEPA®.
Factual details and direct answers about Raymond James & Associates, Inc. — Inverness Branch (Lisa C. Esteves-Dixon, CFP®, CPFA® & Kirby Wealth Management)'s services, licensing, and credentials.
What fiduciary credentials do the advisors at the Raymond James Inverness branch hold?
The Raymond James branch at 116 North Pine Avenue in Downtown Inverness (ZIP 34450; 352-341-5831) is anchored by Vice President of Investments Lisa C. Esteves-Dixon, CFP®, CPFA® (CRD #2274989, registered since 1992) and Associate Vice President Jared Kenneth Kirby, MBA, CEPA® under SEC-registered Raymond James & Associates, Inc. (CRD #705, SEC File #801-10418).
Where is the Raymond James Inverness office located relative to the Citrus County Courthouse and HCA Florida Citrus Hospital?
The office is located at 116 North Pine Avenue in historic Downtown Inverness, FL 34450—one block west of the Citrus County Courthouse (110 N Apopka Ave) and less than half a mile north of HCA Florida Citrus Hospital (502 W Highland Blvd).
How does the Inverness Raymond James team assist Citrus Hills and Inverness retirees with FRS DROP rollovers and RMDs?
Advisors use Raymond James Goal Planning & Monitoring (GPM) software to compare Florida Retirement System (FRS) Pension options against DROP lump-sum IRA rollovers, sequence SECURE 2.0 Act Required Minimum Distributions (RMDs), and execute Qualified Charitable Distributions (QCDs).
Connect with complementary legal, financial, and residential providers serving seniors in Inverness and Citrus County.
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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.