Sara-Bay Financial Corp.

James Hard is a financial advisor at Sara-Bay Financial Corp. in Sarasota, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sara-Bay Financial Corp. since 1993. Sara-Bay Financial Corp. serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to manage tailored portfolios, offering various strategies such as concentrated equity growth, equity dividend income, blended approaches, ETFs, and fixed income.

James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to create actively managed, tailored portfolios across various equity and fixed-income strategies.

Benjamin Hard is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sara-Bay Financial Corp. since 2008. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Sara-Bay Financial Corp. primarily serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and related advisory services. The firm uses in-house research combined with fundamental and technical analysis to create actively managed, tailored portfolios across various strategies, focusing on multi-year core holdings and systematic removal of underperformers.