• Crockett Bohannon, CDFA®

    Branch Manager
    Managing Partner

    Financial Advisor
    Certified Divorce Financial Analyst™

Crockett has dedicated his career to helping individuals and families navigate the complex world of financial planning with confidence and clarity. As a partner in the practice at Raymond James and the Founder of Orlando Divorce Planning, Crockett has built a practice centered on guiding clients through some of the most challenging financial decisions of their lives. His approach is rooted in a deep understanding of each client’s unique values, ensuring that every financial plan is as personalized as it is effective.

With nearly two decades of experience in the financial services industry, Crockett has held various pivotal roles, including field trainer, growth coordinator, and branch mentor. These roles have allowed him to shape the careers of other advisors while honing his own expertise. His comprehensive understanding of the industry is complemented by his academic background, holding a bachelor’s degree in Business Administration with a concentration in Finance from the University of Central Florida. His qualifications are further strengthened by a suite of securities licenses (Series 7, 9, 10, 63, and 66) and a 2-15 insurance license, enabling him to offer a broad range of financial solutions.

As a Certified Divorce Financial Analyst™ (CDFA) Crockett provides comprehensive financial analysis and strategic guidance to clients navigating the complex process of divorce, including asset valuation, division, and long-term planning for post-divorce financial security.

In addition to his professional achievements, Crockett is also deeply invested in his community. He currently serves as the President of the Board of Trustees for the Orange County Library System, reflecting his belief in the importance of giving back and supporting local organizations.

When he’s not guiding clients or serving his community, you can find Crockett exploring our great National Parks or pushing the limits of endurance with ultra-distance cycling. These adventures reflect his belief in perseverance and the pursuit of personal growth—values he brings to every client relationship.

Raymond James is not affiliated with the above organizations and/or charitable causes.