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Mary J
CFP®, Series 63, Series 66
Ocala, FL
Colomb Investment Management Company, LLC
Mary James is a Certified Financial Planner® at Colomb Investment Management Company, LLC with 34 years of industry experience. She has held roles at multiple firms including Touchstone Wealth Advisors LLC and McBryar Advisory Services, Inc., and is also an independent author. Mary serves as president of SWP Group Inc. and is managing member of Prime Image Design LLC. Colomb Investment Management Company provides personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm employs long-term, strategic portfolios based on Modern Portfolio Theory and often uses co-advisory arrangements with third-party managers for investment implementation.
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