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)
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).
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.
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.
Connect with complementary legal, financial, and residential providers serving seniors in Trenton and Gilchrist County.
Theodore M. Burt, P.A. & Mark J. Feather, P.A. — Theodore Mark Burt, Esq. & Mark Jackson Feather, Esq. (Downtown Trenton Real Property, Probate, Trust & Estate Counsel)
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Trenton I & II Apartments (Trenton Place Apartments — 36-Unit USDA Section 515/521 & FHFC LIHTC Subsidized Apartment Community)
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Ayers Health and Rehabilitation Center (120-Bed Skilled Nursing, Post-Acute Rehab & Memory Care — Trenton)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Medicare Savings Programs & IRMAA Guide in Florida →
How to structure FRS DROP rollovers, RMD withdrawals, and land sale gains in Gilchrist County to prevent Medicare Part B and D IRMAA surcharges.
Senior Citizen Benefits in Florida →
Verifying SEC IAPD and FINRA BrokerCheck credentials for fiduciary retirement planners in Trenton and Bell.
Capital City Bank (Trenton, Bell & Fanning Springs Branches) & Seacoast National Bank (Trenton Branch — In-County FDIC Senior, IRA & Estate Banking)
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Capital City Strategic Wealth & Capital City Trust Company — Daniel D. 'Danny' Etheridge, CRPC®, CKA® (LPL Financial — Trenton, Bell, Fanning Springs & Chiefland)
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Gilchrist County Farm Bureau Retirement & Estate Liquidity Services — Daniel 'Danny' Wirick & Ben Colson (Downtown Trenton)
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W. Wesley Roberts, CPA, P.A. & Max K. McGee, CPA, PA (Trenton In-County CPA Hub), James Moore & Co., P.L. / JM Wealth & DOEA PSA 3 SHINE Medicare Counseling
Trenton, Gilchrist County
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.