Jim Hiles is a Senior Partner of First Capital Advisors Group, LLC and First Capital Investment Partners, LLC. Mr. Hiles has over 30 years of experience working with high net worth business owners, executives and medical professionals. He has helped thousands of clients in working to maximize wealth.
Jim grew up in a medical household and learned at an early age about the unusual sacrifices that are necessary to achieve professional and personal success.
Mr. Hiles began his financial advisory career in 1984 with Capital Analysts, a national investment and financial planning firm where he built a successful practice. Jim was promoted to branch manager responsible for delivering client services and developing advisors. As manager, Jim created a system for comprehensive wealth and asset management and lead his branch in revenues and client satisfaction.
In 1992, Jim worked with Cigna Financial Advisors as Regional Vice President covering several Western states. He supported for 250 advisors dedicated to solving issues for high net worth clients and delivered hundreds of financial plans.
In 1998, Jim become a National Sales Manager for Prudential Securities (now Wells Fargo Wealth Management). He was a national leader and Director of several divisions including Estate Planning, Trust Services, Insurance, Retirement and Financial Planning supporting over 6,000 advisors. Jim’s group achieved #1 ranking from industry ranking services for productivity and was a member of Prudential’s Wealth Management development team.
In 2004, Jim joined CBIZ Wealth Management as Senior Wealth Advisor. He worked with tax partners in advanced financial consulting including asset management, hedge and structured products, insurance, pension and tax reduction strategies. Before establishing First Capital, Mr. Hiles was one of the original partners of the wealth management division of Cantor Fitzgerald in New York.
Jim is a passionate analyst of financial markets and been a special guest on CNBC, Bloomberg and various national platforms. Mr. Hiles is a member of New Jersey Coalition for Financial Education and has developed a Financial Literacy course for high school students.
Mr. Hiles is a Trustee and Investment Committee Chair for CPC Behavior Healthcare, one of the largest non-profit organizations in New Jersey. Jim is executive member and “Expert at Large” of the American Academy of Ophthalmology. He is also a trustee of the New Jersey Coalition for Financial Education, a member of the Monmouth University Business Council and a current supporter and former member of GBCA. Mr. Hiles lives in Rumson, NJ with his wife Deane and two children, David and Emily. He loves sports, red wine and has been known to play the Highland bagpipe, although not all at the same time.
Jim graduated from Bucknell University majoring in Economics. His professional education has included designations as a Chartered Financial Consultant, Accredited Estate Planner, Certified Fund Specialist, Certified Financial Planner, Chartered Life Underwriter and he is completing his Masters Degree in Financial Services from the American College.