About Jim
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.
Professional Experience
Jim is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Michigan region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. He has over 20 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.
Education
Calvin University, Grand Rapids, MI
Licenses & Professional Designations
- Life Insurance
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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