Jack S. Poland
Vice President – Investments
Jack Poland earned his B.S. from Messiah College and his M.S. from Indiana University, both in physical education. He spent more than 25 years coaching soccer at the collegiate level, state Olympic Development and several club teams in Greensboro, North Carolina, and Fredericksburg, Virginia. In 2000, he transitioned into the financial services industry and quickly learned that many of the same skill sets — specifically, the ability to listen to an individual’s needs, create and articulate a solution and earn trust — are necessary to be successful in both industries.
Jack worked for a few other financial firms, but he was ready to join a regional firm that focused on taking care of its clients, so in 2011 he decided to move his financial practice to Davenport & Company.
Jack is invested in his community and currently serves on the board of the River Club POA and the Stafford Rotary. In his free time he enjoys skiing, soccer, swimming, traveling and volunteering for Habitat for Humanity.
Building Wealth and Earning Trust
With more than 16 years of experience in the financial services industry, Jack Poland is committed to providing clients with the highest level of professionalism and personal service. He specializes in comprehensive retirement and financial planning and believes a sound investment plan is critical in helping clients achieve their financial and life goals. Once Jack fully understands your goals, he will recommend a suitable investment program that fits your needs.
Jack takes pride in serving as his clients’ “financial gatekeeper.” Based on his extensive background and experience, he can address a wide range of personal financial needs for his clients.
Working with the extensive resources of Davenport & Company, Jack can help his clients manage their assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. He offers his clients access to premier professional money managers and mutual funds. For clients seeking reliable income, Jack can build custom fixed-income strategies.
Throughout the years of advising successful individuals and families, Jack has created a solid approach to comprehensive wealth management. It is an integrated process that is designed to help successful individuals and families capture opportunities as they continue to accumulate, protect, and distribute their wealth using tax-intelligent solutions.*
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Jack Poland is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Florida, Georgia, Maryland, Michigan, Missouri, Mississippi, North Carolina, New Jersey, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Jack is licensed to offer insurance and annuity products to residents in North Carolina, Maryland, and Virginia.