Union County's sole in-county FINRA and SEC-registered private wealth management and fiduciary retirement planning branch office—located half a block north of Main Street (State Road 100) and the Union County Courthouse in downtown Lake Butler at 70 NW 1st Avenue, Lake Butler, FL 32054 ((386) 496-4636, Fax (386) 277-5181). Founded and led by Financial Advisor and Branch Manager Kelly Dean Barber (FINRA / SEC Individual CRD #5006677, bringing 20+ years of continuous securities and retirement planning experience since 2005—including 17 years leading an Edward Jones branch before transitioning his independent practice to Raymond James—with zero [0] customer disputes, regulatory actions, or disclosures on FINRA BrokerCheck), alongside Financial Advisors William Guy 'Billy' Crossman (Individual CRD #7518813, 0 disclosures) and Alyssa Fortner (Individual CRD #7722657, 0 disclosures), The Barber Group delivers fee-based fiduciary investment management through SEC-registered Raymond James Financial Services Advisors, Inc. (Firm CRD #149018 / SEC File #801-69815) and brokerage services through Raymond James Financial Services, Inc. (Firm CRD #6694, Member FINRA/SIPC). Serving retired Florida Department of Corrections personnel from the Reception and Medical Center (RMC) in Lake Butler and Union Correctional Institution (UCI) in Raiford, Union County School District teachers, county employees, and multi-generational agricultural and timberland families across Lake Butler (32054), Raiford (32083), and Worthington Springs (32697), the Lake Butler branch specializes in Florida Retirement System (FRS) Special Risk and Regular Class Pension Option 1–4 survivor modeling, tax-free FRS DROP lump-sum and 457(b)/403(b) rollovers, SECURE 2.0 Required Minimum Distribution (RMD) and Roth IRA conversion sequencing, Medicare IRMAA bracket control, and estate/trust investment management.
Official Verification Sources: The Barber Group of Raymond James — Official Lake Butler Branch Page (70 NW 1st Ave, Lake Butler, FL 32054); FINRA BrokerCheck — Kelly Dean Barber (CRD #5006677), William Guy Crossman (CRD #7518813) & Alyssa Fortner (CRD #7722657); SEC IAPD — Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815)
Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Kelly Dean Barber (Ind. CRD #5006677, registered since 2005, 0 disclosures), William Guy 'Billy' Crossman (Ind. CRD #7518813, 0 disclosures), and Alyssa Fortner (Ind. CRD #7722657, 0 disclosures) serve Union County retirees at The Barber Group's registered branch at 70 NW 1st Ave, Lake Butler, FL 32054 ((386) 496-4636).
Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA
Notes: Investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815); securities offered through Raymond James Financial Services, Inc. (CRD #6694), Member FINRA/SIPC.
Factual details and direct answers about The Barber Group of Raymond James — Kelly Dean Barber, William 'Billy' Crossman & Alyssa Fortner (Lake Butler NW 1st Avenue In-County Branch)'s services, licensing, and credentials.
Is there an SEC and FINRA-registered financial advisor with a physical office in downtown Lake Butler?
Yes. The Barber Group of Raymond James—led by Founder and Financial Advisor Kelly Dean Barber (CRD #5006677, 20+ years of experience and zero regulatory disclosures) alongside advisors Billy Crossman (CRD #7518813) and Alyssa Fortner (CRD #7722657)—operates Union County's only in-county registered wealth management branch at 70 NW 1st Avenue, Lake Butler, FL 32054 ((386) 496-4636).
Can The Barber Group in Lake Butler assist retiring Florida Department of Corrections (RMC and UCI) officers and Union County teachers with FRS DROP rollovers?
Yes. Because state correctional facilities (RMC in Lake Butler and UCI in Raiford) and the Union County School District are Union County's largest employers, Kelly Barber and his team specialize in FRS Special Risk and Regular Class Pension Option 1–4 comparisons, tax-free direct rollovers of FRS DROP lump-sum payouts, and State of Florida 457(b) Deferred Compensation consolidations.
Connect with complementary legal, financial, and residential providers serving seniors in Lake Butler and Union County.
Russell A. Wade III, P.A. & Dukes Legal, P.A. — Russell A. 'Russ' Wade III, Esq. & Matthew Aaron Dukes, Esq. (Lake Butler Resident Probate, Estate Planning & Real Property Counsel)
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(386) 496-9656
Union County Housing Authority — Public Housing & Senior Apartments (HUD PHA #FL042 — Lake Butler)
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Lake Butler Hospital (Critical Access Hospital, 25-Bed Skilled Swing-Bed Rehabilitation & 24/7 Emergency Department — Lake Butler)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
DLP Bank (Formerly Community State Bank — Lake Butler In-County Branch & Starke Charter Headquarters)
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VyStar Credit Union & VyStar Investment Services (Lake Butler Spires IGA ATM & Starke / Alachua / Lake City) — With Florida Credit Union, Radiant Credit Union & TRU-FI Credit Union
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Robert Osborne Tax & Accounting, Inc. & Sandra Langley Gass, CPA (Lake Butler) — With Reddish & White, CPAs (#AD0005091), DDF CPA Group (#AC0008896), James Moore & Co. (#AD0015868) & Powell & Jones, CPAs
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Union County Farm Bureau Financial & Retirement Services — Ricky Dugger, Shane Parmenter & Caleb Romrell (Lake Butler Office — With James A. Buss State Farm Agency)
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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.