James Ballard

ABOUT James

James is a Private Client Advisor with Commerce Trust. He serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management.

James facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. James has more than 10 years of financial and estate planning experience. Before joining Commerce Trust, James practiced law in Columbia, Missouri, and most recently in the greater Springfield area concentrating his practice in estate planning, probate, and trust administration matters.

James earned a Bachelor of Science in business administration with a focus in finance from Missouri Southern State University, a Juris Doctor degree from University of Missouri–Kansas City, and his Master in Laws (LL.M.) degree with an emphasis in Elder Law from Stetson University College of Law. James is currently a member of the Greene County Estate Planning Counsel and Springfield Bar Association. He was also a past president of the Senior Network of Boone County based in Columbia, Missouri.