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BUSINESS PROFILE
AMERIPRISE FINANCIAL • www.ameripriseadvisors.com/steve.overton 4030 W. Boy Scout Blvd., Suite 300, Tampa 33607 • 813.868.8727
Steve Overton CFP® , Financial Advisor with Ameriprise Financial Services, LLC, in Tampa and Sun City Center, FL, is number one on the list of the “100 Fast Growing Advisors to Watch” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who are growing their practices by acquiring new clients and deepening their relationships with existing ones. Overton was chosen based on his growth, the quality of practice, and character. The publication evaluated advisor nominations according to their assets under management, number of client relationships and acquisitions, years of experience, professional designations, community involvement, and the makeup of his team, among other criteria. Overton is the Managing Director of The Overton Group, a financial advisory practice of Ameriprise Financial Services, LLC. As a financial advisor, Overton provides financial advice anchored in a solid understanding of client needs and expectations, provided in one-on-one relationships. Steve and his son Matthew Overton, Financial Advisor, along with Registered Client Service Associate, Alyse Duffy, CRPC® , comprise The Overton Group team. Overton has served in financial services in the Tampa Bay area since the year 2000, following a career in television broadcasting, most of that at WFLA-TV NewsChannel Eight, Tampa (NBC). Overton is also very involved in Rotary International, serving as District 6890 District Governor in 20232024. To take the first step toward a more confident financial future by setting up a complimentary initial consultation, call (813) 868-8727 to schedule. To learn more, visit www .ameripriseadvisors.com/team/ the-overton-group/.
Source: AdvisorHub, “100 Fast Growing Advisors to Watch,” Sept. 22, 2022. The AdvisorHub 100 Fast Growing Advisors to Watch; AdvisorHub 25 Next Gen Advisors to Watch; AdvisorHub 25 Women Advisors to Watch; AdvisorHub 50 Advisors to Watch (over $1Bil); AdvisorHub 50 Advisors to Watch (under $1Bil); AdvisorHub 50 Solo Practices to Watch; and AdvisorHub Fastest Growing Advisors to Watch awards are based upon a combination of (i) an advisor’s scale as a function of assets, production, and quality of service, (ii) year-overyear growth in assets, and (iii) professionalism, which includes regulatory record, community involvement and team makeup.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Steve Overton, Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
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