Crockett Bohannon
Branch Manager / Financial Advisor / Certified Divorce Financial Analyst / Registered Investment Advisor Representative
- Role
- Trustee at Orange County Library System
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Crockett Bohannon
At Raymond James, I work with clients who want more than a model portfolio or a handoff between disconnected specialists. I provide direct, hands on guidance that integrates investment management, retirement planning, risk management, and major financial decisions into one coordinated relationship. Flexibility matters because no two financial lives are the same.My practice includes a dedicated focus on divorce related financial planning. I help clients understand the true financial impact of divorce, evaluate settlement options, and make informed decisions with clarity and confidence. The goal is not just to get through the divorce, but to build a sustainable strategy for what comes next.Specialties: Certified Divorce Financial AnalystComprehensive Financial Planning,Retirement Solutions,Investor Education Programs,Estate Planning,Business Retirement Plans,Risk Management
Experience
Trustee
Jan 2020 — Present
The powers of the Library Board of Trustees include administering, operating, supervising, overseeing, and maintaining library facilities and services for the benefit of the residents of the Orange County Library District.
Education
UCF College of Business
BSBA, Finance
1987 — 1991
Skills
- 401k Education
- Education
- Certified Divorce Financial Analyst
- Financial Planning
- Retirement Income Strategies
- Wealth Management
- Portfolio Management
- Investments
- Insurance Planning
- Retirement Planning
- Wealth Transfer Planning
- Seminar Speaker
- 401k Rollovers
- Risk Management
- Wealth Accumulation
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Securities
- Public Speaking
- Finance
- Financial Advisory
- Financial Planners
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