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.
EducationCalvin College, Grand Rapids, MI
Professional Experience & Areas of FocusJim 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)