Jim Byrd has passed the Series 65 Security exam and is an Investment Adviser 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 Better Business Bureau and has previously served as Chairman of the Board with 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 Adviser Representative, Jim is paid to provide non-biased options on retirement income strategies and tax-efficient strategies. 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.
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 co-author of 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.