Ken Pollard Jr.

Wealth Manager
CFP®

Ken Pollard is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Ken guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

Ken has over 8 years of experience spanning wealth management and credit markets. Prior to joining Annex, Ken was an Associate at a financial advisory firm, where he supported client relationships and played a key role in financial planning, investment and reporting initiatives. Prior to that, Ken worked as an Investment Associate for an ultra-high-net-worth division, advising complex client relationships, and began his career as a Credit Analyst, focusing on stressed and distressed loans. Ken earned his B.A. in Economics from Indiana University and is a Certified Financial Planner®. Furthermore, Ken holds a Certificate in Credit Analysis from NYU.

In his spare time, Ken likes to stay active and play a lot of tennis and golf. Additionally, he enjoys spending time with friends and family and watching the Green Bay Packers and Indiana Hoosiers.