As Wealth Management Advisor, James Pollard 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.
EducationMr. Pollard is a graduate of Michigan State University's Eli Broad College of Business.
Professional Experience & Areas of FocusMr. Pollard has over 13-years of experience within the banking and financial planning industries. During this tenure, Mr. Pollard has acted as an advisor for privately-held businesses, affluent individuals and their families. His greatest accomplishment is his family and his primary focus is yours. Mr. Pollard helps his clients achieve their wealth goals by first understanding and then simplifying their unique level of financial complexity. Mr. Pollard accomplishes this objective by surrounding his clients with a team of highly credentialed Fifth Third specialists.
Licenses & Professional Designations
- Life Insurance
- Registered Uniform Securities Agent (Series 63)
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)