The Wells Fargo Advisors Panama City Branch and Burleson Wealth Management Group—operating through SEC-registered Investment Adviser and FINRA/SIPC member firm Wells Fargo Clearing Services, LLC (Firm CRD #19616, SEC File #801-37967)—provides CFP® fiduciary retirement planning and wealth management from 1022 W 23rd Street, Suite 700, Panama City, Bay County, Florida (ZIP 32405). Anchored by Managing Directors – Investments Joseph Alan McCurley Jr., CFP® (Individual CRD #2807757) and Jared Lee Burleson, CFP® (Individual CRD #5607670), the branch brings dual Certified Financial Planner™ leadership to older adults, military families, and business owners across Panama City, Lynn Haven, and Panama City Beach.
Using Wells Fargo Advisors' proprietary EnVision® Monte Carlo goal-planning platform, Joseph McCurley Jr., CFP® and Jared Burleson, CFP® stress-test retirement distribution plans against inflation, market volatility, and late-life healthcare expenses at local communities such as Mathison Retirement Community, Brookdale Panama City, and The Blake at Panama City Beach. The team specializes in Social Security and Medicare IRMAA bracket optimization, federal Thrift Savings Plan (TSP) and military pension coordination for Tyndall AFB and NSA Panama City retirees, Florida Retirement System (FRS) DROP rollovers, SECURE 2.0 RMD scheduling, and multi-generational estate legacy planning.
Official Verification Sources: SEC IAPD Firm Summary — Wells Fargo Clearing Services, LLC (CRD# 19616); FINRA BrokerCheck — Joseph Alan McCurley Jr., CFP® (CRD# 2807757) & Jared Lee Burleson, CFP® (CRD# 5607670); Wells Fargo Advisors Panama City Branch Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Wells Fargo Clearing Services, LLC (d/b/a Wells Fargo Advisors, CRD #19616, SEC File #801-37967) operates its Panama City branch at 1022 W 23rd St, Suite 700, Panama City, FL 32405 (Phone: 850-785-0273).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Led by Managing Director – Investments Joseph Alan McCurley Jr., CFP® (CRD #2807757, Direct: 850-767-1011) and Managing Director – Investments Jared Lee Burleson, CFP® (CRD #5607670, Burleson Wealth Management Group, Direct: 850-767-1027).
Factual details and direct answers about Wells Fargo Advisors — Panama City Branch & Burleson Wealth Management Group (Joseph McCurley Jr., CFP® & Jared Burleson, CFP®)'s services, licensing, and credentials.
What CFP® and FINRA/SEC credentials do Joseph McCurley Jr. and Jared Burleson hold at Wells Fargo Advisors in Panama City?
Located at 1022 W 23rd Street, Suite 700, Panama City, FL 32405 (850-785-0273), Managing Directors – Investments Joseph Alan McCurley Jr., CFP® (CRD #2807757) and Jared Lee Burleson, CFP® (CRD #5607670) are Certified Financial Planner™ practitioners registered with Wells Fargo Clearing Services, LLC (CRD #19616, SEC File #801-37967).
How does the EnVision® planning process help Bay County retirees prepare for healthcare and assisted living costs?
The EnVision® process models thousands of market and inflation scenarios to test whether a retiree's pension, Social Security, and investment portfolio can sustain both lifestyle spending and potential assisted living or memory care costs in Bay County without depleting spousal assets.
Does the branch assist widows, widowers, and successor trustees with estate account transitions?
Yes. Joseph McCurley Jr., CFP® and Jared Burleson, CFP® work closely with Bay County probate and elder law attorneys to re-title inherited IRAs, step up cost basis on taxable trust assets, and establish reliable monthly survivor income.
Connect with complementary legal, financial, and residential providers serving seniors in Panama City and Bay County.
White & Warren, P.A.
Panama City, Bay County
(850) 784-0809
St. Andrews Towers Senior Apartments (HUD Section 8 / 62+ Waterfront Senior High-Rise)
Panama City, Bay County
(850) 785-9575
Mathison Retirement Community (Assisted Living — Limited Nursing Services [LNS] Licensed)
Panama City, Bay County
(850) 215-4663
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Financial Planning for Florida Seniors →
CFP® EnVision® retirement stress testing, pension rollovers, and survivor income planning in Bay County.
Medicare Savings Programs & IRMAA Guide in Florida →
Tax-aware withdrawal sequencing to prevent Medicare Part B and Part D IRMAA surcharges.
Florida Senior Property Tax Exemptions →
Coordinating homestead portability and 65+ Senior Exemption income limits in Bay County.
Florida Medicaid Long-Term Care Guide →
Planning private-pay senior living reserves and long-term care insurance benefits.
CompassPoint Wealth Management Group of Raymond James (Heather McCurley Noyes, CFP® & Ashtin Noyes Johnson, CFP®)
Panama City, Bay County
Sears, McDaniel & Associates — Merrill Lynch Wealth Management
Panama City, Bay County
Crowley Wealth / Centennial Financial Services — Ameriprise Financial Services, LLC (Kathleen A. Crowley, CFP®)
Panama City, Bay County
Premier Coast Advisors — Wells Fargo Advisors Financial Network (Todd Zaborski, CFP®, CRPC™)
Panama City, Bay 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.