James Sims

With more than 25 years of experience as a financial advisor, Jim serves a diverse group of individuals wanting to partner with a trusted professional who can be a good steward of their life savings.

Jim was a founding partner of SWMG in 2017, after spending 14 years as an advisor with Merrill Lynch and another 8 years at Raymond James. Creating an independent Registered Investment Advisory firm which upholds the fiduciary standard has been the culmination of his life’s work.

It is a testament to Jim’s dedication, expertise and commitment to investment and financial planning that he is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner. He also has the benefit of 10 years of experience teaching the CFP® Investments block of instruction at several noteworthy universities. Jim graduated from the University of Edinburgh with an MBA in International Business and from Wake Forest University with his B.A. in Business and German. Jim is proud of his service in the U.S. Army as an Air Defense and Intelligence Officer. He is an active member of Kennesaw UMC, serving as a former chairman of the finance committee and also as a coordinator of the acolyte program. Jim and his wife, Jan, enjoy life as empty nesters as their daughter Caroline is exploring life as a student at Berry College. When he is not with clients, James enjoys playing the fiddle and fly fishing.