James B Plummer

Jim Plummer has over 20 years of experience. Series 65 licenses as well as Life Insurance, Long Term Care and Annuity licensed. Specializing in planning and building retirement roadmaps for retirees, pre-retirees, business owners and professionals. Jim also runs educational workshops on Planning Taxes Through the Four Stages of Retirement and Social Security Planning.

Jim was the CFO for two family-owned, multi-million-dollar businesses for over 16 years. He earned a BA in Accounting/Business Administration from Hillsdale College. Additionally, he served on Reliance Bank’s Board of Directors for over 23 years, as well as a member of St. Michael’s Finance Committee and currently serves as a member of the Chamber of Commerce in North Tampa.

He has been married to his wife Judy for over 46 years and is the father of three children and the grandfather to four.


  • Regitered Investment Advisor
  • Life/Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Strategic Tax Planning
  • Social Security Planning
  • Income Preservation

James Plummer

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