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Our financial advice team


Stephen Overton Ameriprise Financial Advisor

Stephen Overton

Financial Advisor

The Overton Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Christian Financial Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Investment Management

Interests

Grilling ribeyes

Playing Racquetball

Attending Bucs games

Watching the Tampa Bay Rays

Attending church

Visiting Charleston, SC

Community participation

Rotary Club of Sun City Center

Sun City Center Charitable Foundation - Board Member

Sun City Center Chamber of Commerce - Member

Idlewild Baptist Church - Volunteer

South Bay Hospital - Past Board Member

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
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