Gerry James | Safe Money Manager – Ponte Vedra Beach, FL
Faith-Based Fiduciary | Retirement Income Planning Specialist
Gerry James has helped retirees and pre-retirees in Florida, South Georgia and South Carolina. confidently prepare for retirement since 2010. As a Safe Money Manager and dedicated fiduciary, Gerry builds customized retirement income strategies focused on preserving principal, while increasing your retirement income account never suffering market losses, ensuring predictable, tax-efficient lifetime income.
With more than a decade of experience and a perfect track record—never losing a penny of clients money—Gerry evaluates each individual’s financial position, including income, expenses, insurance, and tax status, to deliver tailored solutions. From safe investment recommendations to guaranteed income planning, his work is rooted in client-first ethics, transparency, and care.
Gerry offers ongoing portfolio reviews and regular check-ins to adapt to life’s changes. He also invests in continuous education to stay ahead of industry shifts, ensuring clients receive the most relevant and reliable strategies available.
As an ordained minister of the Gospel of Jesus Christ, Gerry brings a powerful blend of financial stewardship and faith-based values to every relationship. His approach is more than financial—it’s about creating peace of mind through a guaranteed Lifetime income for the account holder and spouse.
