Broker Check

Team

Our experienced professionals have a tested 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

Partner, Wealth Management Advisor

Richard C. McCool began building the firm in 2002 with a vision of  providing a proven environment of confidence, success, and trust 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 techniques. 

 

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 (CExPTM)
  • Accredited Estate Planner (AEP®)
  • Retirement Income Certified Professional (RICP®)

Awards:

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

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, Arkansas license # 7094164 and California license #0i59977

Bessann H. Watson

Partner, Wealth Management Advisor

 

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®)
  • Certified Exit Planner (CExP™)
  • Retirement Income Certified Professional (RICP®)

 Awards:

  • Million Dollar Round Table Qualifier
  • Million Dollar Round Table Court of the Table Qualifier
  • Million Dollar Round Table Top of the Table Qualifier

  

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, AR insurance license #8087599, CA insurance license #0I59673.

Jake L. Newcomb

Wealth Management Advisor

Jake L. Newcomb came on board in 2020 with a strong accounting background determined to expand on his continued mission of helping individuals navigate the exciting and, often confusing, world of personal financial strategies.

Building on his in-depth knowledge of finance, accounting, and economics, Jake found the advanced strategies taught by the firm the perfect solutions for so many.

Helping individuals and business clients build solutions to the everyday and the complex challenges faced by each of us inspires Jake and allows him to deliver on that original mission.

Licenses:

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

 Designations:

  • Certified Public Accountant (CPA)

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #4058844. Not practicing CPA for Guardian or its subsidiaries or affiliates.

Jake R. Armstrong

Financial Representative

Jake R. Armstrong came on board in 2022 with a strong business background determined to expand on his continued mission of helping individuals plan for their future.

Jake was introduced to the firm and felt that the firm, and their mission, aligned with his passion of helping individuals. Jake spends his time building solutions for his clients that allow them to properly protect themselves and their families, ultimately creating the future they envision.

Jake is an excellent addition to the Blackwood team, combining his dedication to his clients, his commitment to his vocation, and his work ethic to serve.

Licenses:

  • Life, Health and Variable Annuity Licensed (FL 2-15)

Team Members

Julie M. Harrington

Strategic Assistant

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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Erica B. Murphey

Support Specialist

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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Hannah Newcomb

Support Specialist

Hannah Newcomb was a happy addition to our team in 2019. Hannah focuses her boundless energy enhancing the clients' experience from beginning to end. Hannah is responsible for assisting Jake Newcomb’s clients as they move through...

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Kayci Tipton

Support Specialist

Kayci Tipton returned to the Blackwood team in 2022. Kayci brings her enthusiasm and attention to detail to her career in facilitating onboarding clients into the Blackwood systems, with new strategies and new accounts when appropriate...

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