Reveille Wealth Management is an independent wealth management practice operating a dedicated Marion County branch office on SE 30th Avenue in Ocala, Florida. Led locally by Certified Financial Planner professionals Stephanie K. Martin, CFP®, and Christopher B. Hill, CFP®, AAMS®, the practice serves Ocala retirees, veterans, and families with rules-based portfolio management, retirement transition planning, and estate legacy strategies.
Official Verification Sources: FINRA BrokerCheck Profile (Stephanie K. Martin, CFP®); Reveille Wealth Management Official Website
Issuer: SEC / FINRA (Raymond James Financial Services Advisors, Inc.)
Notes: Investment advisory services offered through SEC-registered Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815); Ocala office led by Stephanie Kelley Martin, CFP® (CRD #5492493) and Christopher Brian Hill, CFP®, AAMS®.
Issuer: Certified Financial Planner Board of Standards
Notes: Both resident Ocala wealth advisors, Stephanie K. Martin and Christopher B. Hill, hold the Certified Financial Planner (CFP®) certification.
Factual details and direct answers about Reveille Wealth Management's services, licensing, and credentials.
Who are the Certified Financial Planner professionals at Reveille Wealth Management in Ocala?
The Ocala office is staffed by Certified Financial Planner professionals Stephanie K. Martin, CFP® (CRD #5492493) and Christopher B. Hill, CFP®, AAMS®.
How are Reveille Wealth Management's advisory accounts regulated?
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (SEC CRD #149018, File #801-69815), an SEC-registered investment adviser.
Where is Reveille Wealth Management's Ocala office located?
The office is located at 2201 SE 30th Avenue, Suite 201, in Ocala, Florida 34471, serving retirees across Ocala and Marion County.
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