Located on East Noble Avenue in downtown Williston at 342 East Noble Avenue, Williston, FL 32696, this Seacoast Wealth Management and Seacoast Investment Services branch is anchored by lifelong Williston resident and Senior Vice President Justin Hardy (16+ years of financial advisory experience, University of Florida graduate, FINRA Series 7, 63, and 66) alongside Williston-registered Vice President & Private Advisor Luis Alejandro Vera (`CRD# 7207238`, Series 7 and 66). Offering securities and fiduciary investment advisory programs through LPL Financial LLC (`Firm CRD# 6413` / `SEC# 801-10970`) and trust services through Seacoast Banking Corporation of Florida (`Sunbiz Doc# G19230`), the Williston team specializes in retirement cash-flow engineering, Florida FRS DROP rollovers for municipal and school district retirees, IRA/401(k) consolidation, tax-advantaged annuity income, and farm/equestrian property wealth preservation.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Luis Alejandro Vera (CRD# 7207238 — Williston Branch); Seacoast Wealth Management Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Registered Williston branch of LPL Financial LLC (CRD# 6413, SEC# 801-10970) operating as Seacoast Investment Services / Seacoast Wealth Management (Sunbiz Doc #G19230) at 342 E Noble Ave, Williston, FL 32696; staffed by SVP & Williston native Justin Hardy (16+ yrs exp.) and VP & Private Advisor Luis Alejandro Vera (CRD# 7207238).
Factual details and direct answers about Seacoast Wealth Management / Seacoast Investment Services — Williston Office's services, licensing, and credentials.
Are the wealth advisors at Seacoast's Williston branch local to Levy County?
Yes. Senior Vice President and North Florida Market Leader Justin Hardy is a lifelong resident of Williston and a University of Florida graduate with more than 16 years of financial advisory experience, working alongside Williston-registered Private Advisor Luis Alejandro Vera (CRD# 7207238) at 342 East Noble Avenue.
Can Williston retirees consolidate multiple old 401(k)s, 403(b)s, and IRAs into a single managed retirement income plan?
Yes. Through LPL Financial LLC (SEC# 801-10970), the Williston Seacoast team consolidates legacy employer retirement plans and Florida FRS DROP payouts into a unified fiduciary portfolio with automated monthly income distributions and proactive RMD tracking.
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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.