Jim McCormick, AIF®, CPFA

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.  As a partner of the firm, Jim takes an active role in shaping the culture of our team.

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 treasurer and leads the investment committee for the Haggai Institute, with over 90,000 leaders fulfilling the Great Commission.  Jim is also privileged to serve as treasurer and lead the investment committee of Magic Moments. Magic Moments fulfills the wishes of chronically ill children in Alabama.  A member of Shades Mountain Baptist Church, he attends services regularly with his wife and their three children.

Our team has abilities, relationships and resources for certain situations. Our focus is on The Great Commission, widows and orphans, and schools for the poor that are equal to the schools that our kids attend. If we may be of service, just ask.

”You have not lived until you have done something for someone that can never repay you.” – John Bunyan

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