As Wealth Management Advisor, James Kilgallon serves as your wealth management coordinator and consultant. James collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationJames is a graduate of Northern Illinois University in DeKalb, Illinois with a Bachelor of Science in Business Management.
Professional Experience & Areas of FocusJames is a Vice President and Wealth Management Advisor with Fifth Third Private Bank. He assists clients with growing and preserving their wealth through utilization of a client focused, comprehensive approach to wealth management. James has extensive background in Consumer and Commercial lending, and he has been in the Financial Services Industry since 1999. Prior to joining Fifth Third, James successfully founded and ran an investment group. Jim offers his clients financial solutions for their investments, risk management, private banking, trust services and wealth planning needs.
Licenses & Professional Designations
- Life Insurance
- Registered Uniform Securities Agent (Series 63)
- Investment Advisor Representative (Series 65)
- Registered General Securities Representative (Series 7)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)