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Jim Rook, Ph.D.

Sr. Private Wealth Advisor
Greenville, SC

Jim Rook is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Greenville, South Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Jim uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Jim and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue Trust, Jim was Chief Investment Officer, Senior Advisor, and a member of the Leadership Team at PlanFIRSTâ„ . Jim also served as Chairman of the firm's investment committee.

Jim graduated from the State University of New York at Fredonia with a Bachelor of Science in Economics. He went on to earn his Master of Science and his Ph.D. in Economics from North Carolina State University.

Jim attends his local church, where he serves as a member of the church council.

He and his wife, Sarah, have two daughters and live in Spartanburg, SC.


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