The Hise Lowry Group Team Photo

The Hise Lowry Group

Merrill Private Wealth Management
4801 Main St
Kansas City, MO 64112
(816) 932.9910
Learn more about an advisor's background on
We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
The Hise Lowry Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
James Hise
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2023
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Hise Lowry Group Team Photo
The Hise Lowry Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
James Hise
Managing Director, Private Wealth Advisor
816.932.9908
Michael Lowry
Managing Director, Private Wealth Advisor
816.932.9963
David W Clark,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist
816.932.9909
Jill Wood,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
816.932.9901
Tina M West
Officer, Private Wealth Client Associate
816.932.9725
Skyler Christopher Wheeler
Officer, Registered Private Wealth Client Associate
816.932.9760
Luke M. Olthoff
Private Wealth Client Associate (FP)
816.932.9705
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.