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James D. Wise, CFP®, CAP®, ChFC®, CLU®, CKA®, CWS®

Sr. Partner, Sr. Private Wealth Advisor
Orlando, FL

Jim Wise is a Sr. Partner and Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Orlando, Florida.

Jim joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1994 as a wealth advisor and became Managing Director of the firm’s Baltimore office in 2000. In 2013, Jim moved to Florida to assume the role of Managing Director for the Orlando branch. He led the branch as Managing Director for five years before transitioning into his role as a Sr. Private Wealth Advisor.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Jim uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to 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 the company, Jim worked as Vice President of Investments with Salomon Smith Barney. He also worked as a financial consultant with Paine Webber for seven years. He has served on the board of directors for Slavie Federal Savings Bank and Chesapeake Theological Seminary. Jim has earned several professional designations including his certification as a Chartered Advisor in Philanthropy® (CAP®).

Active in his church and community, Jim frequently teaches for various churches and organizations, including Kingdom Advisors and National Christian Foundation. He also teaches a weekly Bible study in the Lake County Jail. Jim has written two books, a Bible study workbook entitled Five Steps to Financial Freedom (2003, Hensley Publishing) and Spiritual Gifts, Plain and Simple (2008, VMI Publishing).

Jim and his wife, Lori, live in Orlando, Florida with the youngest of their six children.


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