Shanks Stewart Financial Group — Edward Jones (operating under SEC-registered Investment Adviser and FINRA/SIPC firm Edward D. Jones & Co., L.P., CRD #250, SEC File #801-56384) is an institutional-caliber private wealth and retirement planning office located at 217 Fairpoint Drive in Gulf Breeze Proper, Santa Rosa County, Florida (ZIP 32561), complemented along the peninsula by Gulf Breeze Parkway branch colleague Ronald ('Ron') Thurman Jr. (Individual CRD #6701543 at 3686 Gulf Breeze Pkwy, Gulf Breeze, FL 32563, phone 850-934-4151). The Fairpoint Drive practice is anchored by two Certified Financial Planner™ (CFP®) professionals: Financial Advisor Timothy ('Tim') Quinn Stewart, MBA, CFP®, ChFC®, CPWA®, CIMA®, CKA® (Individual CRD #5124224) and Financial Advisor Scott E. Shanks, CFP® (Individual CRD #4695137).

Combining Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), Chartered Financial Consultant® (ChFC®), and Certified Kingdom Advisor® (CKA®) credentials under one roof in Gulf Breeze Proper, Tim Stewart and Scott Shanks deliver private wealth engineering, executive stock option and business sale tax mitigation, charitable trust structuring, and retirement income distribution planning for high-net-worth retirees and families across Fairpoint Drive, Gulf Breeze Proper (32561), Tiger Point, Soundside Drive, and Midway (32563). The team regularly counsels retiring medical specialists from Gulf Breeze Hospital and the Andrews Institute, senior U.S. Navy and Air Force officers and DoD civilians (integrating Thrift Savings Plan rollovers, FERS pensions, and Survivor Benefit Plan elections), and retiring educators and administrators from Gulf Breeze High School, Santa Rosa County District Schools, and the City of Gulf Breeze executing tax-deferred Florida Retirement System (FRS) DROP lump-sum IRA rollovers.

Leveraging Tim Stewart's CPWA® and CIMA® private wealth training alongside Scott Shanks' CFP® retirement planning expertise, the Fairpoint Drive team engineers multi-year Roth conversion ladders, SECURE 2.0 Act Required Minimum Distribution (RMD) withdrawal sequences (ages 73–75), donor-advised funds, and Qualified Charitable Distributions (QCDs for clients aged 70½+) calibrated to keep Modified Adjusted Gross Income below punitive two-year lookback Medicare Part B and Part D IRMAA brackets—complementing free Northwest Florida Area Agency on Aging (PSA 1) SHINE counseling (1-800-963-5337). Advisors also model dedicated long-term care and assisted living reserves (for Gulf Breeze peninsula communities such as The Arbors of Gulf Breeze and The Beacon at Gulf Breeze) and help waterfront and golf-course homeowners coordinate trust titling, 3% Save Our Homes portability, the $50,000 Homestead Exemption, and 65+ Senior / disabled veteran property tax exemptions with Santa Rosa County Property Appraiser Greg Brown II, CFA at the nearby South End Annex (5841 Gulf Breeze Pkwy, Gulf Breeze, FL 32563).