Our Story

About Gulf Pacific
Financial Services

Building lasting relationships to help you achieve your financial goals — with integrity, transparency, and genuine care.

Who We Are

Our Story

Founded in 2010, Gulf Pacific Financial Services was established with a clear mission: to provide personalized, objective financial guidance to individuals and families in Milton, Florida and beyond.

Our founder recognized that many people were being underserved by large financial institutions that offered one-size-fits-all solutions. At Gulf Pacific Financial, we believe that every client's financial situation is unique and deserves a customized approach.

Over the years, we've grown from a small local practice to serving clients across the United States, but our commitment to personalized service has never wavered. We take pride in building lasting relationships with our clients, many of whom have been with us since our founding.

2010
Founded in Milton, FL
25+
Years of combined experience
100%
Fiduciary commitment
USA
Clients served nationwide

What We Stand For

Our Values

Legal

We always act in our clients' best interests. As fiduciaries, we are legally and ethically bound to put your needs first in every recommendation we make.

Ethical

We believe in clear communication about our services, fees, and investment strategies. You'll always know exactly what you're paying for and why.

Moral

We empower our clients with the knowledge they need to make informed financial decisions, explaining complex concepts in clear, understandable terms.

The People Behind the Plan

Meet Our Team

Jimmy Adams

Jimmy Adams

Founder & Chief Financial Advisor

With over 25 years of experience in financial planning and wealth management, Jimmy leads the team with a passion for helping clients achieve their financial goals.

Mary Leigh Sutton

Broker

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Credentials

Our Certifications

Our team holds numerous professional certifications, demonstrating our commitment to excellence and continuous education in the financial services industry.

CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

CFA®

Chartered Financial Analyst

CLU®

Chartered Life Underwriter

Take the First Step

Ready to Start Your Financial Journey?

Schedule a complimentary consultation with one of our experienced financial advisors today.