Gary James is a Financial Advisor for Summit Wealth Group. He manages Summit’s Meridian, MS office, serving clients all over the southeastern part of the United States. He also serves as Vice President at Summit.
Gary James' entire career has been devoted to financial planning and management. Upon graduating from Mississippi State University in 1983 with a Bachelor of Professional Accountancy degree, Gary began his professional career working for a CPA firm in Meridian, Mississippi. Based on this experience, he later served as a bank auditor and then controller for a regional shopping mall real estate development firm.
During the 1990's Gary worked for James River, now Koch Industries, and Avery Dennison, both Fortune 500 companies. He served in various capacities performing cost analysis for capital projects, plant construction/expansion and product costing. During this period of time, he also earned his M.B.A.
Gary began a successful career working with clients in the financial services industry in 2000 to the present day. He attained his CERTIFIED FINANCIAL PLANNER® certification in 2006 to compliment his skills.
Gary has served on various boards and is actively involved in his church, Northpointe Presbyterian Church, in Meridian; often teaching primarily adult classes.
Gary is married to his wife, Tina, of 35 years and they have four children: Noah, Jonah Luke, Emma and Isaac. They reside outside Meridian in Collinsville, MS and own a number of dogs and cats.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.