Housed in the flagship Chiefland financial center at 1627 North Young Boulevard, Chiefland, FL 32626 (the historic founding headquarters of Chiefland's Drummond Community Bank, now Seacoast Banking Corporation of Florida `Sunbiz Doc# G19230`), Seacoast Wealth Management and Seacoast Investment Services provide private wealth management, fiduciary trust services, and LPL Financial LLC (`Firm CRD# 6413` / `SEC# 801-10970`) retirement advisory portfolios. Vice President & Private Advisor Luis Alejandro Vera (`CRD# 7207238`, FINRA Series 7 and Series 66) and Senior Vice President & North Florida Market Leader Justin Hardy (16+ years of wealth management experience, Series 7, 63, and 66) — alongside cross-referenced Chiefland fixed-annuity specialist Diane D. Pierce Insurance & Financial Services (`Sunbiz Doc# P03000031867`, `FL DFS License #FL-L001945` at 122 E Park Ave, Chiefland, `(352) 493-1283`) — assist Chiefland, Cedar Key, and Suwannee River Valley retirees with custom retirement income portfolios, FRS DROP and 401(k) rollovers, tax-managed RMD distributions, and fiduciary estate administration.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Luis Alejandro Vera (CRD# 7207238); Seacoast Wealth Management Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / OCC
Notes: Seacoast Investment Services / Seacoast Wealth Management (Seacoast Banking Corp. of Florida, Sunbiz Doc #G19230) offers securities and fiduciary advisory programs through LPL Financial LLC (CRD# 6413, SEC# 801-10970) at 1627 N Young Blvd, Chiefland, FL 32626; staffed by VP & Private Advisor Luis Alejandro Vera (CRD# 7207238, Series 7 & 66; 1 disclosure event on BrokerCheck) and SVP Justin Hardy. Cross-referenced with Diane D. Pierce Insurance Agency, Inc. (Doc #P03000031867, FL DFS #FL-L001945, 122 E Park Ave, Chiefland).
Factual details and direct answers about Seacoast Wealth Management / Seacoast Investment Services — Chiefland Office's services, licensing, and credentials.
Did Seacoast Wealth Management continue the local wealth and retirement services of Drummond Community Bank in Chiefland?
Yes. Following Seacoast Bank's acquisition of Chiefland-founded Drummond Community Bank, the flagship financial center at 1627 North Young Boulevard in Chiefland ((352) 493-2277) retained its local team while expanding retirees' access to fiduciary trust administration, private banking, and LPL Financial (CRD# 6413 / SEC# 801-10970) investment advisory platforms.
Are there also licensed fixed-annuity and retirement protection agencies in downtown Chiefland?
Yes. In addition to Seacoast Wealth Management on North Young Boulevard, Chiefland seniors seeking principal-protected fixed annuities and longevity coverage are also served by Diane D. Pierce Insurance & Financial Services (State Farm, Sunbiz Doc #P03000031867, FL DFS License #FL-L001945, 122 E Park Ave, Chiefland, FL 32626, (352) 493-1283).
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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.