With more than 25 years of experience as a financial advisor, Jim serves a diverse group of individuals wanting to partner with a trusted professional who can be a good steward of their life savings. Jim was a founding partner of SWMG in 2017, after spending 14 years as an advisor with Merrill Lynch and another 8 years at Raymond James. Creating an independent Registered Investment Advisory firm which upholds the fiduciary standard has been the culmination of his life’s work. It is a testament to Jim’s dedication, expertise and commitment to investment and financial planning that he is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner. He also has the benefit of 10 years of experience tea