Family. Wealth. For generations

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Women-multigen family

Pursuing your goals together

The Seven Hills Wealth Management process helps our clients navigate the complexities of the financial world such as paying for college, reviewing corporate stock compensation, borrowing money or planning for retirement income. 

We see our clients as extensions of our own families, and we are passionate about helping them achieve their financial goals and success in life just as we do with our own.

  • Jim

    James Robinson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • ME
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Jim's role is to coordinate the financial care for his clients. He also takes a lead role in constructing the investment portfolios relying heavily upon his technical analysis skills. His diligence in monitoring their investments and making complicated economic issues easy to understand are two benefits that Jim's clients most value. That, combined with personalized client service, is the trademark of the practice.

    Jim's career has spanned nearly three decades and various economic and market conditions that have presented both challenges and opportunities. He has worked with clientele to navigate the markets and helped them to grow and manage their wealth. Jim specializes in tactical asset allocation, risk management, and financial planning.

    Jim received his MBA from Boston College in 1999 with a double concentration in investments and international finance. Jim and his wife Megan have three beautiful children and are active in their community and church. Jim spends his free time in various activities, including raising bees, practicing yoga, playing guitar, growing hot peppers, and enjoying a great glass of wine with family and friends!

    California State Insurance License #0H35649

          Financial planning
          Estate planning strategies
          Legacy planning
          Investing
          Asset allocation
          Multi-generational families
          Business owners
          Corporate executives
          8044 Montgomery Road
          The Towers At Kenwood
          Cincinnati, OH 45236
        • Stephanie

          Stephanie C. Russell, CFP®, CRPC®

          Senior Wealth Strategy Associate

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          • FL
          • IN
          • KY
          • NY
          • OH

          Stephanie is a Senior Wealth Strategy Associate for Seven Hills Wealth Management and specializes in providing financial planning to our valued clients. She has over fifteen years of industry experience. A graduate of DeSales University with a B.A. in Theatre, Stephanie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) certifications. She is registered with the Series 7 and 66 securities licenses and the Ohio Insurance Accident & Health, Life, and Variable Annuities licenses as well as being a notary public.

          Stephanie lives in Milford, OH with her husband Charlie and their two young children. An avid reader herself, Stephanie enjoys reading with her children and helping them develop strong imaginations. In their free time, Stephanie and Charlie participate in and attend local theatre and look forward to sharing their love of the arts with their children.

                Financial planning
                Education planning
                Long-term care planning
                Retirement planning
                Estate planning strategies
                Legacy planning
                Multi-generational families
                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • Kim

                Kimberly Wilson

                Senior Client Associate

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                • FL
                • IN
                • KY
                • MO
                • NY
                • OH

                A seasoned veteran with over 32 years in the Financial Services industry, Kim Wilson brings a wealth of professional experience to our clients and their families. She has applied her administrative skills as a divisional administrative assistant, investment associate, and most recently as a Sr. Registered Client Service Associate with UBS and Paine Webber. She holds Series 7, 63, and 65 registrations. Kim lives in Florence, KY with her husband, Bobby. She loves traveling, spending time with family and friends, and enjoying Lake Cumberland.

                      8044 Montgomery Road
                      Suite 100W
                      Cincinnati, OH 45236

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Education financing

                    Education financing

                    How can you be more certain in an uncertain market?

                    Let's put your plan in place, for today, tomorrow and for generations to come

                    You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                    Insights

                    Backed by the strength of UBS

                    A global leader in wealth management

                    #1

                    For Ultra-High Net Worth clients

                    Euromoney Private Banking and Wealth Management Survey, 2016-2022

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021

                    Wealth Manager of the Year

                    Environmental Finance IMPACT Awards 2020