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Our financial advice team


Aaron Overton

Aaron Overton

Financial Advisor

Financial Advisor
The Overton Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution

Interests

  • Fishing
  • Golfing
  • Tampa Bay Rays
  • Tampa Bay Buccaneers
  • Tampa Bay Lightning

Qualifications

  • Series 7 General Securities Representative; Series 63 Uniform Securities Agent

Education

  • MS Health, Exercise & Sport Science, The Citadel Graduate College, Charleston, South Carolina
  • BS Exercise Science, The Citadel, The Military College of South Carolina, Charleston, South Carolina
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