Jim Overbeck Wealth Management Advisor Western Michigan Private Bank Team

As Wealth Management Advisor, Jim Overbeck serves as your wealth management coordinator and consultant. Jim collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Calvin College, Grand Rapids, MI

Professional Experience & Areas of Focus

Jim joined Fifth Third Private Bank as a Wealth Management Advisor in 2014. He has over 12 years experience building and maintaining the trust and confidence of clients and their families by providing professional services and advice to help navigate the challenges wealth can create. Jim works primarily with business owners and their families simplifying financial complexities in the areas of business succession planning, wealth planning, investment management, estate planning/settlement, trust services and risk management.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)

Personal & Community Participation

Jim has been married to his wife for 12 years and they have two sons and twin daughters who keep them very busy. Jim is active with many community organizations including Executive Committee of March of Dimes March for Babies, Bridge Builder for Baxter Community Center, Leadership Circle United Way, Helen DeVos Children’s Hospital NICU, Ada Christian and Cascade Fellowship Church.