Woodall Wealth Management (Woodall and Associates, LLC), affiliated with SEC-Registered Investment Adviser and FINRA member firm LPL Financial LLC (CRD# 6413 / SEC# 801-10970), is located at 110 Cleveland Avenue in Wildwood, Sumter County, Florida (ZIP 34785). Founded and led by Principal Wealth Advisor Jason Earl Woodall, CRC® (CRD# 4693471), a Certified Retirement Counselor (CRC®) registered in Florida since 2003, the practice serves Wildwood, Bushnell, Continental Country Club, and Brownwood retirees with fiduciary retirement income planning, Florida Retirement System (FRS DROP) and educator/municipal pension rollovers, and tax-conscious RMD strategies.
Official Verification Sources: FINRA BrokerCheck — Jason Earl Woodall, CRC® (CRD# 4693471) / LPL Financial LLC (CRD# 6413); Woodall Wealth Management — Official Website
Issuer: SEC IAPD / FINRA BrokerCheck
Notes: Active Wildwood wealth management office affiliated with LPL Financial LLC (CRD# 6413). Founder Jason E. Woodall (CRD# 4693471) has been registered in Florida since 2003 and holds the CRC® designation.
Factual details and direct answers about Woodall Wealth Management — LPL Financial (Jason E. Woodall, CRC®)'s services, licensing, and credentials.
What specialized retirement credential does Jason E. Woodall hold in Wildwood?
Founder Jason Earl Woodall (CRD# 4693471) holds the Certified Retirement Counselor (CRC®) designation and has over 20 years of experience advising Sumter County retirees on pension rollovers and retirement cash flow.
Can Woodall Wealth Management help Florida public employees with FRS DROP and pension options?
Yes. Woodall Wealth Management advises retiring teachers, county employees, and first responders on FRS Pension vs. Investment Plan elections, DROP lump-sum rollovers, and survivor annuity options.
Where is Woodall Wealth Management located?
The office is located at 110 Cleveland Ave, Wildwood, FL 34785, and can be reached at (352) 750-3051.
Connect with complementary legal, financial, and residential providers serving seniors in Wildwood and Sumter County.
Millhorn Elder Law Planning Group, PLLC (Eric C. Millhorn, Esq. — Elder Law, Medicaid & Taxation)
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Buffalo Crossings Assisted Living & Memory Care
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
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CRC® retirement income and FRS pension rollover planning in Wildwood and Bushnell.
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Florida Medicaid Long-Term Care Guide →
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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.