Broker Check

Team

Our experienced professionals have a proven track record of delivering for clients with compassion and attention to detail. Together, they can help you create a strategy to preserve and protect your assets so that you can focus on what you value most. 

 

Advisors

Richard C. McCool

Registered Representative

Richard C. McCool began building the firm in 2002 with a vision of providing a proven environment of confidence, success, and confidence for the firm's clients.

Richard and the firm strive to perpetually hone their skills at developing successful and productive strategies matched with the skills to communicate complex concepts with clarity and simplicity.

A hallmark of Richard’s work is the creation of unique and tailored strategies that incorporate seasoned foundations enhanced by tested leading edge strategies. 

 

Licenses:

  • General Securities Registered Principal (FINRA Series 24)
  • General Securities Representative (FINRA Series 7)
  • Investment Company and Variable Contracts (FINRA Series 6)
  • Uniform Investment Advisor Registered Representative (FINRA Series 66)
  • Uniform Securities Agent State Law (FINRA Series 63)
  • Life, Health and Variable Annuity Licensed (FL 2-15)

 Designations:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®) 
  • Certified in Long-Term Care (CLTC)
  • Certified Exit Planner (CExP)
  • Accredited Estate Planner (AEP®)
  • Masters of Public Health (MPH)

 Awards:

  • Million Dollar Round Table Life and Qualifying Member
  • MDRT Court of the Table Qualifier
  • MDRT Top of the Table Qualifier
  • North Florida Financial - President’s Trophy Recipient
  • North Florida Financial - Dr. Solomon Stephen Huebner Award Recipient

 

Linkedin

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

Bessann H. Watson

Registered Representative

Bessann H Watson joined the firm in 2005 and began a practice focused on sophisticated financial strategies. Founded in part on the depth and breadth of her prior multi-faceted career, she brings a background in business development, income producing real estate, and master planning.

Creating broad, deep and inspiring solutions to clients' challenges and hopes, Bessann has co-founded the firm with a focus on delivering graceful strategies and lifelong relationships with a tailored, productive, and individual approach.

 

Licenses:

  • General Securities Representative (FINRA Series 7)
  • Investment Company and Variable Contracts (FINRA Series 6)
  • Uniform Investment Advisor Registered Representative (FINRA Series 66) 
  • Life, Health and Variable Annuity Licensed (FL 2-15)

Designations:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner (AEP®)
  • Certified in Long-Term Care (CLTC)

 Awards:

  • Million Dollar Round Table 

 

Linkedin

 

 

Registered Representative & Investment Advisor of Park Avenue, Financial Representative of Guardian

Team Members

Erica has been a valued and important addition to the team since 2013. She gracefully handles advisor correspondence and manages the client services desk, providing assistance for existing client accounts. Erica has a singular focus on...

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Julie has been serving our clients with enthusiasm and a smile since 2008. She has the skills and vision to support our more sophisticated Blackwood projects, corporate events, advanced strategy work, and to deliver quick client...

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Kayci E. Tipton

Advanced Case Specialist

Kayci E. Tipton was a happy addition to our team in 2015 and gracefully juggles our new business center. Kayci’s focuses her boundless energy enhancing our clients' experience from beginning to end. Kayci is responsible for...

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Kayla Barcomb

Administrative Assistant

Kayla returned to our team in 2018 and we are thankful to have her back! She is always up for a challenge and enjoys complexity and details. Kayla brings her practical organization and corporate experience to her work with our clients....

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