Because Wewahitchka (32465) has zero in-town FINRA/SEC brokerage offices and Port St. Joe (32456) has no national wirehouse branches, retirees across Gulf County with larger institutional portfolios, private trust mandates, or federal/military pensions rely on the adjacent Panama City US-98 / State Road 22 institutional wealth corridor (located 28 miles west of Wewahitchka via SR-22 and 34 miles northwest of Port St. Joe via US-98). This regional fiduciary hub is anchored by three SEC-registered investment adviser and FINRA/SIPC broker-dealer teams: (1) CompassPoint Wealth Management Group of Raymond James at 101 W 5th Street, Panama City, FL 32401 ((850) 785-9614; Raymond James & Associates, Inc., Firm CRD #705 / SEC File #801-10418), led by Senior Vice President Heather Lee McCurley Noyes, CFP® (Individual CRD #2823741, advising Northwest Florida retirees since 1998) and Ashtin Noyes Johnson, CFP®, AAMS®; (2) Wells Fargo Advisors & Burleson Wealth Management Group at 1022 W 23rd Street, Suite 700, Panama City, FL 32405 ((850) 785-0273; Wells Fargo Clearing Services, LLC, Firm CRD #19616 / SEC File #801-37967), led by Managing Directors Joseph Alan McCurley Jr., CFP® (Individual CRD #2807757) and Jared Lee Burleson, CFP® (Individual CRD #5607670), alongside Premier Coast Advisors (Todd Zaborski, CFP®, CRPC™, CRD #5570992, Wells Fargo FiNet CRD #11025 / SEC #801-57434 in Suite 150, (850) 730-1053); and (3) Sears, McDaniel & Associates — Merrill Lynch Wealth Management at 1022 W 23rd Street, Panama City, FL 32405 ((850) 785-9551; Merrill Lynch, Pierce, Fenner & Smith Incorporated, Firm CRD #7691 / SEC File #801-14235), led by SVP Michael Edward Sears Jr., CPFA®, PIA, RBC (Individual CRD #2812991) and SVP Justin Tradd McDaniel (Individual CRD #4234008) with corporate trust administration through Bank of America Private Bank.
Official Verification Sources: FINRA BrokerCheck — Heather Lee McCurley Noyes, CFP® (CRD #2823741 — Raymond James #705); FINRA BrokerCheck — Joseph Alan McCurley Jr., CFP® (CRD #2807757) & Jared Lee Burleson, CFP® (CRD #5607670 — Wells Fargo #19616); FINRA BrokerCheck — Michael Edward Sears Jr., CPFA® (CRD #2812991 — Merrill Lynch #7691)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Verified 2026-10-26: CompassPoint Wealth Management Group of Raymond James (101 W 5th St, Panama City, (850) 785-9614, CRD #705) and Wells Fargo Advisors / Premier Coast Advisors (1022 W 23rd St, Ste 700 & Ste 150, Panama City, (850) 785-0273 / (850) 730-1053, CRD #19616 & #11025) serve Port St. Joe and Wewahitchka retirees along the US-98 and SR-22 corridors.
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Verified 2026-10-26: Sears, McDaniel & Associates — Merrill Lynch Wealth Management (1022 W 23rd St, Panama City, FL 32405, (850) 785-9551 / (850) 913-2812, Firm CRD #7691 / SEC #801-14235).
Factual details and direct answers about US-98 / SR-22 Corridor Institutional CFP® Wealth & Trust Hub — CompassPoint Wealth Management of Raymond James (Heather M. Noyes, CFP®), Wells Fargo Advisors (Joseph McCurley Jr., CFP® & Jared Burleson, CFP®) & Merrill Lynch (Sears, McDaniel & Associates)'s services, licensing, and credentials.
Where are the closest institutional CFP® teams at Raymond James, Wells Fargo Advisors, and Merrill Lynch for Wewahitchka and Port St. Joe retirees?
Wewahitchka (32465, 28 miles east via State Road 22) and Port St. Joe (32456, 34 miles southeast via US Highway 98) are directly served by Panama City's institutional wealth corridor: CompassPoint Wealth Management Group of Raymond James (Heather M. Noyes, CFP®, CRD #2823741 & Ashtin N. Johnson, CFP®) at 101 W 5th Street ((850) 785-9614), Wells Fargo Advisors (Joseph A. McCurley Jr., CFP®, CRD #2807757 & Jared L. Burleson, CFP®, CRD #5607670) and Premier Coast Advisors (Todd Zaborski, CFP®, CRPC™, CRD #5570992) at 1022 W 23rd Street, Suites 700 & 150 ((850) 785-0273 / (850) 730-1053), and Merrill Lynch's Sears, McDaniel & Associates (Michael E. Sears Jr., CRD #2812991) at 1022 W 23rd Street ((850) 785-9551).
Can these regional teams assist Tyndall Air Force Base military retirees and federal civil servants living in Gulf County?
Yes. Because Eastern Bay County (Tyndall AFB) directly borders Western Gulf County along US-98 and SR-22, these teams specialize in federal Thrift Savings Plan (TSP) rollovers, FERS/CSRS federal pension elections, Military Survivor Benefit Plan (SBP) analysis, and TRICARE For Life / Medicare IRMAA tax management.
Connect with complementary legal, financial, and residential providers serving seniors in Port St. Joe and Gulf County.
Novak Law Group, PLLC (Jeremy T.M. Novak, Esq. — Gulf County Attorney) & Rish & Gibson, P.A. (Thomas S. Gibson, Esq.) — Port St. Joe Probate, Estate Planning, Trust & Real Property Counsel
Port St. Joe, Gulf County
(850) 229-4700
Port St. Joe USDA Section 515 & FHFC LIHTC Apartments — Pine Ridge Apartments, Liberty Manor Apartments, Gateway of St. Joe & Bridgeport (32456)
Port St. Joe, Gulf County
(850) 227-7451
Shores Nursing and Rehab Center (Formerly The Bridge at Bay St. Joe — #SNF1038096) & Our Home at Beacon Hill ALF (#AL10713) — Port St. Joe In-County Long-Term Care
Port St. Joe, Gulf County
(850) 229-8244
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Centennial Bank — Port St. Joe & Wewahitchka In-County Branches & Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC)
Port St. Joe, Gulf County
Farnsley Wealth Management, LLC (Aaron S. Farnsley, CFP®, AIF®, MBA — Osaic Wealth) & Woodrick Financial (Walter L. Woodrick, CFP® — LPL Financial) — Port St. Joe In-County CFP® Advisory Practices (with San Blas Capital, LLC)
Port St. Joe, Gulf County
Capital City Bank — Port St. Joe Avenue A Branch, Capital City Strategic Wealth (Benjamin A. 'Ben' Welter, CPFA® & Noah H. King, CFP®, AAMS®, APMA® — LPL Financial) & Capital City Trust Company
Port St. Joe, Gulf County
Roberson & Associates, P.A. — Ralph Christian 'Chris' Roberson, CPA (Port St. Joe In-County CPA Firm; Cross-Ref: Michael D. McKenzie, CPA, Beverly A. Smith, CPA, Tipton Marler & Carr Riggs & Ingram)
Port St. Joe, Gulf 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.