James R. Pruce, CFP®, CPA

Senior Managing Director

James R. Pruce, CFP®, CPA

Jim Pruce is a Senior Advisor in the Private Client Group at Clearstead, where he oversees several family and individual private client relationships. He has been working in the wealth advisory industry since 1998, joined Clearstead in 2004, and is a Clearstead shareholder.

Jim brings expertise in financial planning, tax compliance, and internal audit advisory. Before joining Clearstead, he worked as an Audit & Assurance professional at Deloitte for four years, followed by 18 months at KPMG, where he provided internal audit outsourcing. Throughout Jim’s career, he has led initiatives focused on advising firms on business risk, implementing internal controls and compliance processes, and identifying operational efficiencies and profit improvement opportunities.

Jim obtained his BA in Business Economics from the College of Wooster in 1998 and earned his Certified Financial Planner™ (CFP®) designation in 2008.