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Financial ServicesWealth Management✓ Verified
Trenton, Gilchrist County
Last verified: Sunday, October 25, 2026
The Barber Group of Raymond James — Kelly Dean Barber (Trenton NE 5th Street In-County Branch & High Springs Main Street Hub)
About This Organization

Gilchrist County's sole in-county independent FINRA/SEC-registered private wealth management branch office—located in downtown Trenton at 107 NE 5th Street, Trenton, FL 32693 ((352) 487-7000, Fax (386) 277-5181, housed inside the NE 5th Street CPA and financial professional building just blocks north of Wade Street/SR-26) alongside the practice's regional Santa Fe River valley headquarters at 18575 High Springs Main Street, Suite 50, High Springs, FL 32643 ((386) 454-8348, just north of Bell via US-27/US-441). Founded and led by Financial Advisor and Branch Manager Kelly Dean Barber (FINRA / SEC Individual CRD #5006677), who brings more than 20 years of continuous securities and retirement planning experience since 2005 (including 17 years leading an Edward Jones branch before transitioning his independent team to Raymond James) and maintains a spotless regulatory record with zero (0) customer disputes, disciplinary actions, or disclosures on FINRA BrokerCheck and SEC IAPD, The Barber Group offers 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 retirees, Gilchrist County School District educators, Lancaster Correctional Institution and state employees, UF/UF Health retirees, and multi-generational dairy and agricultural families across Trenton (32693), Bell (32619), and Fanning Springs (32693), Kelly Barber specializes in Florida Retirement System (FRS) Pension vs. Investment Plan modeling, tax-free FRS DROP lump-sum and 403(b)/457(b) rollovers, tax-efficient Required Minimum Distribution (RMD) and Roth conversion sequencing coordinated on-site with Trenton CPAs, Medicare Part B/D IRMAA surcharge control, and farmland/estate wealth transition.

Official Verification Sources: The Barber Group of Raymond James — Official Trenton (107 NE 5th St) & High Springs Branch Portal; FINRA BrokerCheck & SEC IAPD — Kelly Dean Barber (CRD #5006677 — 0 Disclosures); SEC IAPD — Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815)

Verified State & Regulatory Credentials
FINRA BrokerCheck / SEC RIA — Founder & Financial Advisor (20+ Years Experience, 0 Disclosures): Ind. CRD #5006677 (Kelly Dean Barber) | Registered Trenton Branch: 107 NE 5th St, Trenton, FL 32693 & High Springs HQ: 18575 High Springs Main St, Ste 50Status: Active SEC Investment Adviser Representative & FINRA Registered Representative (0 Disclosures Since 2005)

Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA

Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Kelly Dean Barber (Individual CRD #5006677, continuously registered since 2005 including 17 years with Edward Jones prior to joining Raymond James, 0 customer disputes or regulatory disclosures) operates The Barber Group at its registered Trenton branch, 107 NE 5th St, Trenton, FL 32693 ((352) 487-7000), and High Springs headquarters, 18575 High Springs Main St, Ste 50, High Springs, FL 32643 ((386) 454-8348).

FINRA BrokerCheck / SEC RIA — Raymond James Financial Services Advisors, Inc. & Raymond James Financial Services, Inc.: 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 Member Broker-Dealer

Issuer: U.S. Securities and Exchange Commission (SEC) & FINRA

Notes: Investment advisory services for The Barber Group in Trenton and High Springs are offered through Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815); securities are offered through Raymond James Financial Services, Inc. (CRD #6694), Member FINRA/SIPC.

Services Offered
In-County Downtown Trenton Fiduciary Wealth Management Branch (107 NE 5th St — Raymond James Advisors CRD #149018 / SEC #801-69815)
Florida Retirement System (FRS) DROP Lump-Sum Rollovers & Pension Maximization for Gilchrist County Educators & State Retirees
Coordinated Retirement Income, SECURE 2.0 RMD Automation & Multi-Year Roth IRA Conversion Tax Modeling
Agricultural, Dairy & Timberland Sale Proceeds Reinvestment, Tax-Exempt Municipal Bond Ladders & Treasury Portfolios
Medicare Part B & Part D IRMAA Surcharge Bracket Management & Social Security Claiming Optimization
Long-Term Care Insurance, Survivor Income Protection & Revocable Trust / TOD Beneficiary Alignment (Raymond James CRD #6694)
Frequently Asked Questions

Factual details and direct answers about The Barber Group of Raymond James — Kelly Dean Barber (Trenton NE 5th Street In-County Branch & High Springs Main Street Hub)'s services, licensing, and credentials.

Is there an SEC and FINRA-registered wealth management office physically located inside Trenton, FL?

Yes. The Barber Group of Raymond James—led by Founder and Financial Advisor Kelly Dean Barber (CRD #5006677, 20+ years of experience with zero regulatory disclosures)—maintains an in-county registered branch office in downtown Trenton at 107 NE 5th Street, Trenton, FL 32693 ((352) 487-7000), in addition to its High Springs Main Street office ((386) 454-8348) serving northern Gilchrist County and Bell.

How does The Barber Group's Trenton location at 107 NE 5th Street benefit Gilchrist County retirees during tax and RMD season?

Because The Barber Group's Trenton branch at 107 NE 5th Street shares the professional building with Trenton's licensed CPA practices (W. Wesley Roberts, CPA, P.A. and Max K. McGee, CPA, PA), retirees in Trenton, Bell, and Fanning Springs can seamlessly coordinate Florida FRS DROP rollovers, Required Minimum Distributions (RMDs), Roth IRA conversions, agricultural capital gains, and Medicare IRMAA tax thresholds under one roof.

Contact Information
Address
107 NE 5th St, Trenton, FL 32693
Hours
Mon-Fri 8:30am-5:00pm (Trenton Office at 107 NE 5th St: (352) 487-7000; High Springs Main Office at 18575 High Springs Main St, Ste 50: (386) 454-8348)
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