Coleman W Pollard, CFP®, ChFC®, CLU®, MBA

Wealth Management Advisor

Professional

 

Coleman began his business with Northwestern Mutual in 1999.  His practice involves helping individuals and business owners protect, create, and manage wealth, leave legacies, and manage employee benefits. 

Coleman grew up in Richmond and attended Hampden-Sydney College for two years before transferring to the University of Virginia where he received his undergraduate degree.  In 1999, Coleman received his MBA from the University of Richmond.

Coleman holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations.  He is a Wealth Management Advisor and holds his securities licenses, and his life and health insurance license in the Commonwealth of Virginia, as well as many other states across the nation. 

Coleman is a past President of the Richmond Association of Insurance and Financial Advisors and is a past member of the Boys and Girls Club of Metro Richmond Board.  He also is a member of the Estate Planning Council. 

Coleman and his wife, Megan, have a son, Cole, and twin girls, Catherine and Julia.  He enjoys spending time with family, playing golf, going to the river, and attending UVA football games. 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck