Jim started his Merrill career in 1993 and has dedicated his twenty-five-year career to developing wealth management strategies for ultra–high-net-worth executives, entrepreneurs, families and nonprofit institutions. Jim is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
A strong believer in the personal approach, Jim takes pride in knowing clients’ values, passions and beliefs. He sees his role as helping them live well and to pass their personal and financial legacy on to their children and to the communities that have supported them. In years 2011 through 2023, Jim was recognized by Barron’s magazine as one of America’s Top Financial Advisors State by State- (Published annually in Feb-March. Rankings based on data as of September 30 of prior year). In 2018 through 2023, Jim was recognized by Forbes Magazine as a top advisor in the state of Missouri (Published annually Jan – April. Rankings based on data as of June 30 of prior year). The Hise/Lowry Group was also named as a Forbes Best in State Wealth Management Team in 2023 (Published on January 12, 2023. Rankings based on data as of March 31, 2022).
Active in nonprofit leadership, Jim sits on the boards of the Village Presbyterian Church, All-in for a Cure, The Greater Kansas City Community Foundation, and is chairman of Youth Volunteer Corporation for America. Born and raised in the Kansas City area, Jim holds a bachelor’s degree from Kansas State University. He and his wife, Megan, live in Mission Hills, Kansas, with their four children. An avid outdoorsman, Jim enjoys jogging, playing tennis and golf, and fishing with his family.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.
*Source: The Forbes “Best in State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK ® Research, LLC Forbes “Best in State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance re cords, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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