Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Safe Harbor Financial Services, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Jim Byrd

James L. Byrd Owner / Advisor

Jim understands how important it is for you to trust your financial advisor, and he works hard to help his clients ensure that they won’t outlive their money. With over 40 years of experience in the financial services industry, Jim has developed Safe Harbor Financial Services by nurturing and maintaining close relationships with his clients.

His firm’s mission is to help people create and nurture wealth, conserve their life savings and plan for the distribution of assets in the most tax-efficient manner. Safe Harbor Financial Services can help with many aspects of retirement planning, including retirement income strategies, 401(k) rollovers and life insurance. The firm maintains professional relationships with consultants who can assist with tax and estate planning.

Jim is an Investment Adviser Representative, having passed the Series 65 securities exam, and he holds insurance licenses in multiple states. He is a member of the Better Business Bureau, and has served on the board of directors for the Eastern Shore Chamber of Commerce, and is a long-standing supporter of military veterans. Jim was inducted into the Advisors Excel Hall of Fame in 2019.

A resident of Daphne, Alabama, Jim enjoys golf, rooting for Alabama football and spending time with his grandchildren.

Gary Garner

Insurance Professional

Dorothy Switzer

Client Specialist

Vicki Miller

Director of Operations / Notary

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting by phone today or register for an event.

Or give us a call at 251.625.1226.