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.
The Summit Wealth Group Meridian office is located off of North Hills Drive in Meridian. However, the team in Meridian serve clients all over the country and the financial advisors often travel across Mississippi, Alabama and throughout the southeastern part of the United States to meet with his clients.
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.
Stewart Crawford is a Financial Advisor for Summit Wealth Group. Working out of Summit's Meridian, Mississippi office, Stewart serves clients all over the southeastern part of the United States. He prides himself on building long-lasting relationships with clients by giving them excellent service while consistently providing the most honest advice for their individual situations.
As a Financial Advisor with Summit Wealth Group, Lacey is passionate about helping people find freedom in their financial journey. Lacey specializes in helping clients who are sometimes facing complex financial matters and simplifying it, clarifying their options so wise decisions can be made. She meets the needs of a wide range of clients to help them experience what it means to live more fully.
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Office location: 4815 North Park Drive, Meridian, MS 39305