April N. Pollard, CFP^®

CERTIFIED FINANCIAL PLANNER™

Edward Jones

10 Corporate Hill Dr Ste 210
Little Rock, AR 72205-4512

FINANCIAL ADVISOR'S WEBSITE

www.edwardjones.com/April-Pollard

(501) 907-5747 CONNECT WITH April

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Our practice is fee-focused planning & management. This means there are no hourly rates, single plan or plan update rates, or any hidden costs. Transparency in cost is important to our client relationships.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

Brochures

Reg BI Disclosures

Client Relationship Summary

General

April Pollard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Little Rock, AR and the surrounding communities.

Financial Advisor Overview

Through my over 14 years of leadership experience, I have developed a deep desire to work with individuals who are driven by the desire to achieve success in their financial future. From investing across industries, strategic retirement and wealth strategies, to complex wealth transfers, these individuals and families are what fill my passion for what I do every day. In our practice, we build lifelong strategic partnerships with our clients as if they were our own family. Understanding what is most important to them is the foundation of what we do. It's about their goals, their long-term and short-term objectives, and partnering with them as they build, protect and ultimately transfer their wealth to their family or organizations they love. We work with our clients, their CPAs, attorneys and other professionals in strict confidence. This teamwork among all areas of their lives leads to clear and executable objectives that we can work through together. These conversations with their other teams allow us to go even deeper into opportunities for specific strategies that may benefit their individual situation. We also understand that our clients' lives are not singular, but that they live in several different capacities. It's this understanding that creates a meaningful connection and allows us to partner with them to reach their goals. We know that priorities may change, and we also know that we can help them facilitate difficult life decisions. This is evident in our practice in the strategies we design for clients who have recently gone through the life transitions of divorce, widowhood or estate inheritance. It is not only about finances, but about emotions, relationships and fears. Our clients partner with us to help them achieve their goals, build their personalized strategies and inspire them to grow, protect and ultimately transfer their hard earned wealth.

Financial Advisor Experience

In our practice, every strategy we offer and every solution we recommend is based on what is most important to our clients through the lens of their personal life purpose. We work confidentially with their CPA, attorney and other professionals to determine the most appropriate financial strategy for them and their family. It's through these lifelong partnerships that we know we are making a long term difference in the lives of our clients and ultimately our communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPC^®

Insurance Licenses

Life insurance: AR, CA, VA, FL, TX, KY
Fixed annuities: AR, CA, VA, FL, TX, KY
Variable annuities: AR, CA, VA, FL, TX, KY

Broker-Dealer Affiliation

Edward Jones

Broker-Dealer Disclaimer

When we provide you with a recommendation as your broker-dealer or act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the recommendations and advice we provide you.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Women's Finances