Jim Wise

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

Dir. Ministry Services, Sr. Private Wealth Advisor, Sr. Partner
Orlando, FL
jim.wise@bluetrust.com
(407) 618-8600

Jim Wise is a senior partner and senior private wealth advisor for the Private Wealth division of 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 branch offices. He has served in the financial services industry for 40 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 fifteen hundred ministries through his Maximizing Generosity Through Donor Discipleship workshop. He frequently teaches for various churches and organizations including Kingdom Advisors, National Christian Foundation, and the Sprint to the Finish conferences. 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 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 ten grandchildren.

Testimonials

 
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Slide Title

We first called Blue Trust to determine how soon I could retire. Our 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

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our 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

Resources from Jim

  • Should Giving Be Based on Gross or Net Income?

  • Maximizing Generosity through Donor Discipleship

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