Jim Wise is a senior partner and senior private wealth advisor for the Private Wealth division of Ronald Blue Trust. He also serves as the company’s director of Ministry Services.
In addition to working with his clients to help them gain clarity and confidence around their finances, Jim has held the position of managing director for the company’s Baltimore and Orlando offices. He has served in the financial services industry for 37 years, and his professional designations include CERTIFIED FINANCIAL PLANNERTM professional, Chartered Advisor in Philanthropy® (CAP®), Certified Wealth Strategist® (CWS®), Certified Kingdom Advisor® (CKA®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).
Jim has provided major donor development training for leaders of over one thousand ministries through his Expanding the Kingdom Through Donor Discipleship workshop. He frequently teaches for various churches and organizations including Kingdom Advisors, Ministry Ventures, and National Christian Foundation. Jim also teaches a weekly Bible study in the Lake County Jail near his home in Orlando. He 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).
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 and his wife, Lori, live in Orlando, Florida. They have six adult children and seven grandchildren.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
Ronald Blue Trust obtains historical and other information from a wide variety of publicly available sources. The information and material provided is for informational purposes only and is intended to be educational in nature. We have taken reasonable care and precaution to ensure that the information is fair and accurate, or has been compiled from sources believed to be reliable. Nevertheless, we do not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information. The information may not in all cases be current and it is subject to continuous change. Accordingly, you should not rely on any of the information as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investments, accounting, tax, and legal matters or other matters before taking any action. We shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained here. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimates, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Investing involves risk and the value of your investment will fluctuate over time and you may gain or lose money. Past performance of any security, sector or investment style is not necessarily indicative of future results.
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities. Trust and investment management accounts and services offered by Ronald Blue Trust are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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