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Our financial advice team


Stephen Overton, Financial Advisor serving the Tampa, FL area - Ameriprise Advisors

Stephen Overton

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
The Overton Group
22
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 44 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

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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