June 22, 2017

Jim Gissy

Jim Gissy is the CEO of Capital Management Services, Inc., an independent Registered Investment Advisor in Manchester, Missouri, which Mr. Gissy founded in 1986.

Jim began his career over thirty years ago with Drexel Burnham Lambert, and after that, Shearson Lehman Brothers, when those international firms were in their prime; there, Jim honed his love for and passion for the financial services industry.

Jim has made a name for himself in the St. Louis and surrounding regions as a highly-regarded financial educator of individual investors. Shunning ‘cookie-cutter’ approaches to money management, Jim thrills to the challenge of being on the leading edge of innovation in creating wealth strategies for his clients, … and all with an eye towards reducing his clients’ tax burden.

Jim’s ‘extra’ training, in an effort to add to his financial-planning savvy, includes: Special IRA planning workshops by Ed Slott, CPA, who is called “America’s IRA Expert” by the Wall Street Journal, USA Today, and the NY Times; and Jim is among a group of Advisors to have attended the Learning Institute for Financial Executives in Dayton, Ohio. *

Jim, a lifelong resident of St. Louis, is a graduate of St. John Vianney High School and St. Louis University.  Along with spending time with his wife Karen, their five children and four grandchildren, Jim is an avid golfer, is active in St. Joseph Catholic Church in Manchester, Missouri, and has charitable interests elsewhere in the community.

 

* (Attending the Ed Slott IRA Planning Workshops or the Learning Institute for Financial Executives does not, in and of itself, qualify a financial professional to give investment advice.)

Capital Management Services, Inc.