Broker Check

Meridian, Mississippi Branch

Visiting our office in the near future? We have taken measures to prevent the spread of COVID-19.

Here's What to Expect

Summit Wealth Group's Meridian, Miss. branch opened in 2014 when Gary James, CPA, CFP®, AIF® and his practice, formerly known as Precepts Wealth Management, merged with and became part of Summit's team.

In addition to regularly meeting with clients in his role as a financial advisor, Gary also serves as Vice President of Summit Wealth Group.

Our Meridian office is located off of North Hills Drive in Meridian. However, Gary has clients all over the country and often travels across Mississippi, Alabama and throughout the southeastern part of the United States to meet with his clients.

Advisor Spotlight

Gary James CPA, CFP®, AIF® | Vice-President

Gary works with clients of all ages, backgrounds, and stages of their financial journey. He specializes in helping folks nearing retirement create custom strategies, specific to their desired lifestyle in retirement. Gary also has many clients who are former Mississippi state government employees and is well-versed in the Mississippi Public Employee Retirement System (PERS). As a CERTIFIED FINANCIAL PLANNER™, Gary is held to the highest professional standard. Earning the CFP® designation requires proving knowledge, experience, and dedication to the client relationship, which Gary has proudly done and continues to do.

Learn more about Gary

Contact Us

Office location: 4815 North Park Drive, Meridian, MS 39305

Phone: 601-553-3686

Fax: 601-553-3688

Free Consultation

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