Coleman Pollard

Sharpshooter
DISC Type : CD

Founding Partner at Steelhead Wealth Management

Greater Richmond Region, United States

Overview

Coleman W. Pollard is a certified Wealth Management Advisor with Northwestern Mutual, specializing in comprehensive financial planning for high-net-worth clients. He holds an MBA from the University of Richmond and multiple prestigious designations, including CFP®, CLU®, and CHFC®, underscoring his expertise in long-term financial security.

Outside of his professional work, Coleman maintains a strong connection to his alma mater, the University of Virginia. Based in the Richmond area, he is likely engaged with the local community and follows collegiate sports.

He holds a trifecta of advanced financial certifications (CFP®, CLU®, ChFC®) on top of his MBA.

Personality Overview

Fast But Analytical

ROI Driven

Rigorous & Demanding

They prefer to move quickly, and expect the same from others.  They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Topics They Care About

Wealth Preservation
His practice is centered on helping clients protect and preserve their assets over the long-term, ensuring lasting financial security.
Economic Outlook
He actively shares content regarding Federal Reserve policies, inflation, and mixed economic signals, showing a keen interest in macroeconomic trends.
Family Financial Planning
He specifically posts about helping new and expectant parents create financial plans, indicating a focus on life-stage based advising.

Media Appearances

Coleman has no verified media appearances

Work History

11-2025
Founding Partner at Steelhead Wealth Management
1-1999 - 11-2025
Wealth Management Advisor at Northwestern Mutual

Education

1996 - 1999
MBA from University of Richmond
1991 - 1993
BS from University of Virginia
1991 - 1993
Bachelor of Arts from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Richmond Region, United States Job Level : N/A Designation : Founding Partner at Steelhead Wealth Management
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Insights For Selling To Coleman

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship
  • Be respectful but crisp

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Coleman is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Coleman

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Coleman move?

  • If convinced, they can reach decisions quite fast.
  • Can Coleman take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Coleman

Personality Compatibility


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