Rob Overall, CFP®, CPWA®

Wealth Advisor

Rob Overall serves as a dedicated Wealth Advisor within the firm providing investment advice and advanced planning for high net worth clients of WaterOak Advisors. Rob specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating ways to enhance investor return. Wealth Advisors coordinate the extensive planning, operational and portfolio management resources within the firm.

Rob has provided guidance in the Financial Services industry for over 25 years.  Rob began his career at Fidelity Investments in 1991 serving as an Account Executive providing investment guidance to client relationships with accumulated total assets in excess of $500 million. He was nationally recognized as a three-time recipient of Fidelity’s President’s Circle Award.

Originally from Alabama, Rob currently resides in Longwood with his wife and three children and is an active member of his community.

COMMITTEE MEMBERSHIP

  • Advisory Services Committee

EDUCATION & DESIGNATIONS

  • B.S. in Finance from the University of North Alabama
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant
  • Certified Private Wealth Advisor® (CPWA®)

ADDITIONAL INFORMATION

  • NAPFA-Registered Financial Advisor
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