Dynamic Capital Group

Forest

Your guide. Your partner. Your advocate.

Dynamic Capital Group’s mission is to work collaboratively with you and help you achieve the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring.

What do we do?

 

Dynamic Capital Group provides comprehensive, personalized portfolio management and financial planning to individuals and families. Our goal is to build personalized portfolios and financial plans that meet the needs of each of our clients.

 

Whatever stage of life you’re in, Dynamic Capital Group can guide you through the opportunities and challenges ahead. Our portfolios and financial plans are fully customizable, and we are with your each step of the way to review your situation and make adjustments that meet your ever changing needs and goals.

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Who We Are

Jim Gillis

Jim Gillis IV, CFP®

Investment Advisor Representative

 

As a fiduciary, Jim has the duty to act in the best interest of his clients. Jim focuses on providing wealth management solutions to high net worth families, foundations and endowments as well as corporate retirement plans.  Jim graduated from the University of Georgia where he earned a bachelor’s degree in Banking and Finance and a Minor in Japanese Language and Literature.

 

Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner and is well versed in the areas of portfolio risk management, tax and legacy planning, and goals-based financial planning. Jim began his career in the investment industry in 2003 and has extensive experience in working with business owners and their extended families, especially those who have concentrated exposure to agricultural and timber assets.

 

Jim is passionate about employing a dynamic planning and asset management approach that is tailored to the unique needs of each client he serves. Helping clients to steward their assets in a manner that considers the dynamic nature of life and financial markets, Jim believes that a planning and investment approach that promotes maximum flexibility gives families the most optionality in helping them to best achieve well-defined long-term goals.  

Originally from Soperton, Georgia, Jim spends most of his time outside of work involved in land stewardship, hunting, fly fishing and spending time with his wife and three children.

 

Have Questions? Reach Out

246 W. Hancock Avenue

Athens, GA 30601

P: 833.730.4070
F: 206.838.3681