Jim McCormick, AIF®, CPFA
Jim has served clients with sensible investing principles at PMD Advisory since 2004. He provides wealth management services to select individuals and provides retirement plan services to corporations and their employees.
Jim graduated from Auburn University with a bachelor’s degree in psychology. As an Accredited Investment Fiduciary® (AIF®) and with advanced studies in 401(k)s and Cash Balance Plans, Jim has leading-edge training and resources at his disposal to assist plan sponsors with fulfilling their fiduciary requirements. As an investment advisor, Jim holds FINRA Series 6, 7, 63, and 65 licenses.
Jim serves as a board member for the Haggai Institute, with over 90,000 leaders fulfilling the Great Commission. Jim has served as treasurer and lead the investment committee of Magic Moments. Magic Moments fulfills the wishes of chronically ill children in Alabama. He is a member of Church of the Highlands. Jim is blessed with 3 kids that are proud Vestavia Rebels. His free time is filled with coaching soccer as well as watching his girls participate in gymnastics and dance.