Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies

Awards & recognition

  • Stephen Overton, Ameriprise Circle of Success, 2022
  • Stephen Overton, AdvisorHub Fast Growing Advisors to Watch, 2022
  • The Overton Group, Ameriprise Client Experience Award, 2020
  • Stephen Overton, Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023

Community participation

Steve's Community Involvement:

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 Sun City Center - Past Board Member