Serving Glades County retirees in Palmdale (33944), Moore Haven (33471), Ortona (33471), and Muse (33935)—including retiring Glades County School District (Moore Haven Elementary, Moore Haven Middle-High School, and West Glades School), Glades County Sheriff's Office, and Glades County Board of County Commissioners (BOCC) employees executing Florida Retirement System (FRS) Pension and DROP lump-sum rollovers—this corridor directory connects residents with Verified Certified Financial Planner™ (CFP®) fiduciaries along US Highway 27 North (Lake Placid and Sebring) and State Road 80 West (LaBelle and Fort Myers). Just 26 miles north of Palmdale on US-27 in downtown Lake Placid, Heather Rachelle Harshman, CFP® (FINRA Individual CRD #7025924, 0 disclosures; Edward D. Jones & Co., L.P., Firm CRD #250 / SEC #801-56213) practices at 135 Tower Street, Lake Placid, FL 33852 ((863) 659-4275). Continuing north on US-27 into Sebring, Glades County families are served by The Grubb Group of Raymond James (611 US Hwy 27 S, Sebring, FL 33870, (863) 414-9025, Raymond James & Associates, Inc., Firm CRD #705 / SEC #801-10418, led by Managing Director Dale William Grubb, CRD #1292313, Senior VP Matthew Dale Grubb, CFP®, CRD #6800965, and VP Corbin Storm Hoffner, CRD #7237612—all with 0 disclosures), Johnson Stivender Wealth Advisors — Ameriprise Financial Services, LLC (2031 US Hwy 27 S, Sebring, FL 33870, (863) 385-5172, Firm CRD #6363 / SEC #801-28543, led by Donald Howard 'Dusty' Johnson, CFP®, APMA®, CRD #4435421, Donald Craig Johnson, CRD #1427337, and Travis Raymond Stivender, CRD #4270379—0 disclosures), and Benton Wealth Management, LLC — LPL Financial (231 US Hwy 27 N, Sebring, FL 33870, (863) 402-1700, Firm CRD #6413, led by Trudy Lynn Benton, CRD #3266763, 0 disclosures). Along SR-80 West in Fort Myers (the 20th Judicial Circuit regional center serving Muse and Ortona), retirees access independent SEC-registered fiduciary RIAs Uhler Vertich White Advisors, LLC (1510 Royal Palm Square Blvd, Suite 103, Fort Myers, FL 33919, (239) 936-6300, SEC RIA CRD #130716 / SEC File #801-62896, led by CFP® Principals Corey Vertich, CFP® and Lane White, CFP®, 0 disclosures) and HBKS Wealth Advisors (8010 Summerlin Lakes Dr, Suite 200, Fort Myers, FL 33907, (239) 433-7533, SEC RIA CRD #112139 / SEC File #801-60424).
Official Verification Sources: FINRA BrokerCheck — Heather R. Harshman, CFP® (CRD #7025924 — Lake Placid, FL); FINRA BrokerCheck — Matthew D. Grubb, CFP® (CRD #6800965) & Dale W. Grubb (CRD #1292313 — Raymond James Sebring); SEC IAPD — Uhler Vertich White Advisors, LLC (CRD #130716 — Fort Myers, FL)
Issuer: Certified Financial Planner Board of Standards (CFP Board), U.S. SEC & FINRA
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Heather R. Harshman, CFP® (CRD #7025924, 135 Tower St, Lake Placid, FL 33852, (863) 659-4275), The Grubb Group of Raymond James (611 US Hwy 27 S, Sebring, FL 33870, (863) 414-9025; Dale W. Grubb CRD #1292313 & Matthew D. Grubb, CFP® CRD #6800965), Johnson Stivender Wealth Advisors (2031 US Hwy 27 S, Sebring, (863) 385-5172; Dusty Johnson, CFP® CRD #4435421), and Trudy L. Benton (CRD #3266763, 231 US Hwy 27 N, Sebring, (863) 402-1700) all maintain 0 regulatory disclosures.
Issuer: U.S. Securities and Exchange Commission (SEC) & CFP Board
Notes: Uhler Vertich White Advisors, LLC (CRD #130716, 1510 Royal Palm Square Blvd, Ste 103, Fort Myers, FL 33919, (239) 936-6300) and HBKS Wealth Advisors (CRD #112139, 8010 Summerlin Lakes Dr, Ste 200, Fort Myers, FL 33907, (239) 433-7533) provide institutional fiduciary wealth management along the SR-80 West corridor serving Muse, Ortona, and Moore Haven.
Factual details and direct answers about US-27 North (Lake Placid / Sebring) & SR-80 West (LaBelle / Fort Myers) Certified Financial Planner™ (CFP®) & Fiduciary RIA Corridor — Heather R. Harshman, CFP®, The Grubb Group of Raymond James & Uhler Vertich White Advisors's services, licensing, and credentials.
Where is the closest Certified Financial Planner™ (CFP®) to Palmdale and Moore Haven on the US Highway 27 corridor?
Heather R. Harshman, CFP® (FINRA CRD #7025924, 0 disclosures) practices with Edward Jones at 135 Tower Street in downtown Lake Placid ((863) 659-4275), just 26 miles north of Palmdale on US-27, while Danny King, CFP®, AAMS® (CRD #6192727, 0 disclosures) practices 18 miles west of Moore Haven on SR-80 at Suncoast Credit Union in LaBelle (231 E Hickpochee Ave, (800) 999-5887).
Do these US-27 and SR-80 fiduciary wealth teams assist Glades County School District and County retirees with FRS DROP rollovers?
Yes. Retiring educators from Moore Haven Elementary, Moore Haven Middle-High School, and West Glades School—as well as Glades County Sheriff's Office and BOCC personnel—routinely work with CFP® fiduciaries in Lake Placid, Sebring, LaBelle, and Fort Myers to execute direct, tax-free trustee-to-trustee rollovers of Florida Retirement System (FRS) DROP lump sums and Investment Plan balances.
Connect with complementary legal, financial, and residential providers serving seniors in Moore Haven and Glades County.
Glades County Clerk of the Circuit Court & Comptroller — Probate & Guardianship Division (Hon. Tami Pearce Simmons, County Judge Hon. William K. Dorman III, Municipal/County Counsel Steven A. Ramunni, Esq. & Richard W. Pringle, Esq., & 20th Circuit Public Guardian Patrick C. Weber, Esq.)
Moore Haven, Glades County
(863) 946-6010
Glades County Section 8 Housing Choice Voucher & Regional Public Housing Network — Glades County Community Services (Moore Haven), Hendry County Housing Authority (HUD PHA #FL123), Fort Myers PHA (#FL009), Lee County PHA (#FL128) & Pahokee PHA (#FL080)
Moore Haven, Glades County
(863) 946-6004
Glades County Immediate US-27 South & SR-80 West Skilled Nursing, Assisted Living & Adult Day Care Hub — Vivo Healthcare Clewiston (155 Beds, AHCA #1092096), LaBelle Health and Rehab Center (93 Beds, AHCA #1333096) & Family Home Adult Care (AHCA #9676)
Moore Haven, Glades County
(863) 983-5123
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
First Bank — Moore Haven In-County Branch & Clewiston Headquarters (with Seacoast National Bank & SouthState Bank, N.A. Depository & Trust Network)
Moore Haven, Glades County
Edward Jones (Sharon A. Covey, Bryan Finnegan, Al Perry & Joe Timm, CEPA®, AAMS®) & Stark Financial Advisers — SR-78 Buckhead Ridge / Okeechobee & US-27 Clewiston Wealth Hub
Moore Haven, Glades County
Glades County Credit Union & CUSO Retirement Network — Everglades Federal Credit Union (Clewiston), Suncoast Credit Union (Danny King, CFP® — LaBelle) & MIDFLORIDA Credit Union (Okeechobee)
Moore Haven, Glades County
Corporate Trust & Agricultural / Ranch Estate Fiduciary Network — FineMark Bank & Trust, The Sanibel Captiva Trust Company, Seacoast Wealth & SouthState Trust
Moore Haven, Glades 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.