Jim Rook is a senior 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 PlanFIRST℠. Jim also served as chairman of the firm’s investment committee.
Jim graduated from the State University of New York at Fredonia with a BS in economics. He went on to earn his master’s degree and his PhD 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.
"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
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Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. 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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