James Polk

Biography

James Polk is a Financial Solutions Advisor with Merrill, helping individuals and families build thoughtful, goal-based financial strategies. He has a background and training in electrical engineering, James brings an analytical, systems-based approach to financial planning. He focuses on understanding each client’s goals, evaluating the variables and risks involved, and developing a clear, detailed plan for moving forward. His experience in investing, real estate, business operations, and mentorship further shapes his practical approach to helping clients make informed financial decisions and build long-term wealth with confidence.

Sessions

1. Technology for Meaningful Impact: Building Financial Confidence and Generational Wealth Presented by Bank of America

   Wed, Nov 4, 8:30 AM – 10:30 AM CT

   Track Wealth

   This discussion will explore how technology is helping create more personalized, accessible, and empowering financial experiences. Through both innovation and personal stories, we will examine how technology can support financial wellness, break down barriers to opportunity, and help individuals and families build greater confidence in their financial future. From the engineers who create these solutions to the customers whose lives are impacted by them, we will discuss how technology is shaping a more inclusive path to financial well-being and wealth creation.