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Jim Wise

Jim Wise, CFP®, CAP®, ChFC®, CLU®, CKA®, CWS®

Dir. Ministry Services, Sr. Private Wealth Advisor
Orlando, FL

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

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."

"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."

"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."

The client's experience may not be representative of the experience of other clients and is not indicative of future performance or success.

Resources

  • Should Giving Be Based on Gross or Net Income?

  • Maximizing Generosity through Donor Discipleship

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