Jim Byrd holds a Series 65 license from NASD and serves as an Investment Advisor Representative. He also holds licenses from the states of Alabama, Mississippi, Florida and Indiana in the field of insurance. He is a member of the National Ethics Bureau and Better Business Bureau and currently serves on the Eastern Shore Chamber of Commerce Board of Directors.
With 35 years experience in the financial services industry, Jim Byrd founded Safe Harbor Financial Properties, LLC in 2005. A comprehensive wealth management firm serving Southwest Alabama and Northwest Florida, Jim developed his business by nurturing and maintaining close, trusting relationships with each of his clients.
As a fee-based Investment Advisor, Jim is paid to provide non-biased options on products, strategies and tax solutions. In fact, Jim has a fiduciary responsibility to his clients, which means that he has a legal/moral obligation to work in your best financial interests.
Throughout his career, Jim won numerous management awards and other various awards such as: Leader’s Conference, President’s Conference as well as industry honors including Top of the Table Million Dollar Round Table and Court of the Table.
Jim has also held a number of positions with civic organizations including:
- President of Airport Metro Kiwanis
- President of Mobile Association of Life Underwriters
- President of General Agents and Managers Association
- Ambassador of the Year (2006) for Eastern Shore Chamber of Commerce
He is also a contributing author to two books. The Ultimate Success Secret, strategies from America’s most trusted financial advisors, is available on Amazon. And Victory! The World’s Leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy is also available on Amazon. His chapter, titled “Eight Common Mistakes that Every Retiree is Making in their Retirement,” is discussed in many of the webinars and seminars regularly conducted by Safe Harbor Financial.
Jim is an active member of the Fairhope Yacht Club as well as the Red Elephant Club. Jim also served as Deacon of Hillcrest Baptist Church where he also enjoyed teaching Sunday school. He gives generously of his time each year to a variety of charities.