Operating directly inside Madison County Community Bank at 301 East Base Street, Madison, FL 32340 ((850) 973-2400), Wealth Enhancement & Preservation provides FINRA- and SEC-registered fiduciary investment advisory and retirement planning for residents across Madison (32340), Greenville (32331), Lee (32059), Pinetta (32350), and Cherry Lake (32340). Registered Representatives and Investment Adviser Representatives John Byron Poore II ("Byron Poore," FINRA CRD #4511039) and Darrin Stuart Cohen (FINRA CRD #2488435), affiliated with LPL Financial LLC (Firm CRD #6413, SEC File #801-10970), specialize in Florida Retirement System (FRS) DROP and 401(k)/403(b) pension rollovers for retired Madison County teachers, North Florida College faculty, and state employees, Required Minimum Distribution (RMD) income sequencing, tax-advantaged municipal bonds, fixed and indexed retirement annuities, and multi-generational estate wealth transfer.
Official Verification Sources: FINRA BrokerCheck — John Byron Poore II (CRD #4511039) & Darrin S. Cohen (CRD #2488435); Madison County Community Bank — Wealth Enhancement & Preservation
Issuer: Financial Industry Regulatory Authority (FINRA) & U.S. Securities and Exchange Commission (SEC)
Notes: Verified FINRA/SEC registered investment advisors operating inside Madison County Community Bank at 301 E Base St, Madison, FL 32340 ((850) 973-2400).
Factual details and direct answers about Wealth Enhancement & Preservation at Madison County Community Bank — John Byron Poore II & Darrin S. Cohen (LPL Financial)'s services, licensing, and credentials.
What regulatory licenses do the advisors at Wealth Enhancement & Preservation hold?
Advisors John Byron Poore II (FINRA CRD #4511039) and Darrin S. Cohen (FINRA CRD #2488435) are registered representatives and investment adviser representatives through LPL Financial LLC (Firm CRD #6413, SEC File #801-10970).
Can North Florida educators and state employees roll over FRS DROP or 403(b) accounts at the Madison office?
Yes. The team regularly assists retired Madison County school board employees, North Florida College faculty, and state personnel with tax-free FRS DROP rollovers, IRA consolidation, and systematic monthly retirement income distributions.
Are brokerage investments held through LPL Financial insured by the FDIC?
No. Unlike deposit accounts at Madison County Community Bank (FDIC Cert #35056), securities and advisory portfolios offered through LPL Financial (CRD #6413) are protected by SIPC up to $500,000 (including $250,000 for cash claims) against brokerage insolvency, not market fluctuation.
Connect with complementary legal, financial, and residential providers serving seniors in Madison and Madison County.
Davis, Schnitker, Reeves & Browning, P.A. — Clay A. Schnitker, Esq. & George T. "Tommy" Reeves, Esq., B.C.S.
Madison, Madison County
(850) 973-4186
Senior Citizens Council of Madison County, Inc. (Madison Senior Center — OAA Nutrition Site, Adult Day Care #499 & DOEA PSA 2 Lead Agency)
Madison, Madison County
(850) 973-4241
Lake Park of Madison Nursing and Rehabilitation Center (Madison 120-Bed Skilled Nursing & Memory Care)
Madison, Madison County
(850) 973-8277
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Madison County Community Bank — Headquarters & Retirement Depository Services
Madison, Madison County
Capital City Bank — Madison Branch & Capital City Trust / Strategic Wealth
Madison, Madison County
Edward Jones — Jamie Davis (James Arch Davis), Financial Advisor
Madison, Madison County
Blue Coast Federal Credit Union — Madison Branch (NCUA #11154) & Madison Education Association Credit Union (NCUA #67630)
Madison, Madison 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.