Located at the VyStar Credit Union Lake City branch at 411 NW Commons Loop, Lake City, FL 32055 (in the Lake City Commons shopping and medical corridor off West US Highway 90 and I-75), VyStar Investment Services — offering securities and fiduciary investment advisory services through SEC-registered LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) — is led in Lake City by Vice President, Wealth Manager, and CERTIFIED FINANCIAL PLANNER™ Stefanie Lauren Starling (Jackson), CFP® (Individual CRD #6313558, registered since 2014, former Fidelity Investments advisor, zero regulatory disclosures). Stefanie Starling, CFP® provides Columbia County credit union members and retirees with fiduciary retirement income roadmaps, Florida Retirement System (FRS) DROP and pension rollovers, federal FERS/TSP transitions for Lake City VA Medical Center staff, tax-efficient RMD planning, and legacy wealth preservation.
Official Verification Sources: FINRA BrokerCheck — Stefanie Lauren Starling, CFP® (CRD# 6313558); VyStar Investment Services Official Directory (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) serves as the registered investment adviser and broker-dealer for VyStar Investment Services at 411 NW Commons Loop, Lake City, FL 32055.
Issuer: FINRA BrokerCheck / CFP Board
Notes: Stefanie Lauren Starling (Jackson), CFP® (Individual CRD #6313558, Vice President & Wealth Manager, registered since 2014 with zero disclosures) leads the Lake City NW Commons Loop advisory office.
Factual details and direct answers about VyStar Investment Services — Stefanie L. Starling, CFP® (LPL Financial LLC)'s services, licensing, and credentials.
Who is the Certified Financial Planner™ at VyStar Investment Services in Lake City?
Vice President and Wealth Manager Stefanie Lauren Starling, CFP® (CRD #6313558, registered through LPL Financial LLC, CRD #6413) serves Columbia County retirees at 411 NW Commons Loop, Lake City, FL 32055 ((386) 239-1070).
Does VyStar Investment Services in Lake City assist with FRS DROP and federal TSP rollovers?
Yes. Stefanie Starling, CFP® specializes in helping Columbia County teachers, state employees, and Lake City VA Medical Center workers roll over FRS DROP, 401(k)/403(b), and federal Thrift Savings Plan (TSP) accounts into customized fiduciary retirement income portfolios.
Connect with complementary legal, financial, and residential providers serving seniors in Lake City and Columbia County.
Three Rivers Legal Services, Inc. — Lake City Regional Office
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(386) 752-5960
Lakewood I & II Senior Apartments — USDA Section 515 & LIHTC 62+ Senior Apartments
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The Canopy at Harper Lake (formerly The Heron of Lake City)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Moses Wealth Advisors — Tammy D. Hall, CPA, PFS, Clarence E. Brown III, CFP® & Charles D. Cowen Jr., CPA, CPFA (Raymond James Financial Services)
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Edward Jones — Robert W. Woodard, CFP®, AAMS™ (Downtown Lake City Branch)
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GulfCoast Financial Services, Inc. — John G. Kuykendall (Kovack Securities, Inc.)
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Edward Jones — Jones and Dicks Financial Group (Steven C. Jones, CFP® & Abigail C. Dicks)
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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.