Jim Hilliard
Managing Director
Jim Hilliard affiliated with Shore to Summit in March of 2023, with 25+ years of experience in the industry. Early in his career, Jim found joy in providing exceptional client service as well as helping clients work their financial goals and objectives. Jim enjoys the familial aspect of the wealth management industry and working closely with his clients and their unique family dynamics. Jim ’s brother, Managing Director, Michael Hilliard, also works for Shore to Summit and the two brothers enjoy building a true family business.
He has been married to his wife, Carrie, for over 26 years and they have loved raising their two children in Severna Park. They enjoy being empty nesters and seeing their kids thrive in college and enter the professional world. In his spare time, Jim enjoys traveling and playing golf with clients and friends alike. Jim has resided in Severna Park since the early 80s and graduated from The University of Maryland College Park.