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Financial ServicesWealth Management✓ Verified
Lake Butler, Union County
Last verified: Sunday, October 25, 2026
The Barber Group of Raymond James — Kelly Dean Barber, William 'Billy' Crossman & Alyssa Fortner (Lake Butler NW 1st Avenue In-County Branch)
About This Organization

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)

Verified State & Regulatory Credentials
FINRA BrokerCheck / SEC RIA — Founder Kelly Dean Barber & Lake Butler Advisory Team (0 Disclosures): Ind. CRD #5006677 (Kelly Dean Barber) | Ind. CRD #7518813 (William Guy 'Billy' Crossman) | Ind. CRD #7722657 (Alyssa Fortner)Status: Active SEC Investment Adviser Representatives & FINRA Registered Representatives in Lake Butler (0 Disclosures)

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).

SEC Registered Investment Adviser & FINRA/SIPC Member Broker-Dealer: Raymond James Financial Services Advisors, Inc. CRD #149018 (SEC File #801-69815) | Raymond James Financial Services, Inc. CRD #6694Status: Active SEC-Registered Investment Adviser & FINRA/SIPC Broker-Dealer (Sole Registered Branch in 32054)

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.

Services Offered
Union County's Sole In-County Registered Fiduciary Wealth Branch (70 NW 1st Ave, Lake Butler — (386) 496-4636)
Florida Retirement System (FRS) Special Risk (FDOC RMC/UCI) & Educator DROP Lump-Sum Rollovers & Pension Option Analysis
Fiduciary Portfolio Management via Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815)
SECURE 2.0 Required Minimum Distribution (RMD) Automation, Multi-Year Roth Conversions & Medicare IRMAA Surcharge Control
Tax-Exempt Municipal Bond Ladders, U.S. Treasury Portfolios & Agricultural/Timberland Sale Reinvestment
Revocable Living Trust, Transfer-on-Death (TOD) & Survivor Income Coordination (Raymond James Financial Services CRD #6694)
Frequently Asked Questions

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.

Contact Information
Address
70 NW 1st Ave, Lake Butler, FL 32054
Hours
Mon-Fri 8:30am-5:00pm (Lake Butler Branch at 70 NW 1st Ave: (386) 496-4636, Fax: (386) 277-5181 | High Springs Regional Hub: (386) 454-8348)
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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.