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Dan Overbey is listed as Divisional President | IFP Institutional Services at Independent Financial Partners (IFP), based in Fort Lauderdale, Florida, United States. AeroLeads shows phone signal with area code 305, 877 and a matched LinkedIn profile for Dan Overbey.
Dan Overbey previously worked as Divisional President at Independent Financial Partners (Ifp) and Founder | CEO at Private Wealth Alliance. Dan Overbey studied at The University Of Memphis.
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In 2015, Dan affiliated with Independent Financial Partners to form IFP Institutional Services. Based in Tampa, IFP has >250 advisors across a national footprint. On a national basis, IFP Institutional Services works with financial institutions, retirement groups, or other financial aggregators to establish advisory, wealth, broker dealer or distribution opportunities. In addition, Dan is the founder of Private Wealth Alliance, a Florida-based wealth advisory firm located in Fort Lauderdale. Private Wealth provides strategic guidance to financial institutions seeking to introduce or re-engineer wealth management programs. Prior to founding Private Wealth Alliance, Dan served as Executive Vice President at BankUnited and President of BankUnited Investment Services. Dan has extensive background across retail, commercial, and private banking leadership roles in wealth management. Before BankUnited, he served as President & CEO for Colonial Bank Wealth Management Group and launched the full-service broker dealer for First Horizon Bank, where the firm was recognized as the top US regional bank program.Dan was a co-founder and served as past President of the Bank Insurance & Securities Association, the Washington D.C.-based industry association comprised of national, regional, and community banks and credit unions engaged in wealth management. Today, Dan remains an Emeritus Director for BISA. In Fort Lauderdale, Dan has served in several civic and non-profit organizational posts including past Chairman and Board Member of Children's Diagnostic Center. He recently concluded a 10 year Board appointment with Boys Town of South Florida where he served as Board Chairman. Currently, Dan works as a court-appointed Guardian ad Litem affiliated with the 17th Judicial Circuit Court in Fort Lauderdale. Consistent with his dedication to children and social services, Dan served for 9 years as a volunteer probation officer and Division Chief with the Memphis & Shelby County (Tennessee) Juvenile Court. He remains an active supporter if Memphis-based St. Jude's Children's Hospital and Youth Villages.
Listed skills include Finra Licensed.
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Tampa, FL, US
IFP Institutional Services is a national firm that partners with financial institutions to introduce wealth management programs. Aligned with LPL Financial, we work to develop a turnkey, customized wealth initiative that serves to differentiate the institution in their marketplace.
Miami/Fort Lauderdale, FL, US
Private Wealth Alliance is a Fort Lauderdale-based wealth advisory firm that consults with financial institutions, retirement plan groups and other financial aggregators.
Washington, District Of Columbia, US
BISA is the largest industry association representing banks, credit unions and other financial services companies engaged in the securities industry.BISA is the "go to" organization for financial institutions engaged in wealth management, investment and insurance. The organization is the leading resource provider of thought leadership, program management.
Served as Executive Vice President at BankUnited and President & CEO for BankUnited Investment Services. BankUnited (NYSE: BKU) is a $30.0 billion bank and operates >100 bank locations across Florida and New York.
Addison, TX, US
Direction of the Wealth Management Group at Colonial Brokerage, Inc., a wholly-owned subsidiary of Colonial BancGroup. Colonial Bank was a $30.0 billion organization with 300+ offices in five states: Florida, Georgia, Alabama, Texas and Nevada. Responsible for direction of broker dealer, insurance agency, investment management, and private banking..
Memphis, TN, US
Responsible for the direction of the national investment, insurance and financial planning strategy for First Horizon National Corporation, a $40.0 billion financial services company based in Memphis, Tennessee.
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Dan Overbey works for Independent Financial Partners (IFP).
Dan Overbey is listed as Divisional President | IFP Institutional Services at Independent Financial Partners (IFP).
AeroLeads has found 2 phone signal(s) with area code 305, 877 for Dan Overbey at Independent Financial Partners (IFP).
Dan Overbey is based in Fort Lauderdale, Florida, United States while working with Independent Financial Partners (IFP).
Dan Overbey has worked for Independent Financial Partners (Ifp), Private Wealth Alliance, Bank Insurance And Securities Association (Bisa), Bankunited, and Colonial Bank | Wealth Management Group.
You can use AeroLeads to view verified contact signals for Dan Overbey at Independent Financial Partners (IFP), including work email, phone, and LinkedIn data when available.
Dan Overbey studied at The University Of Memphis.
Dan Overbey is listed with skills including Finra Licensed.
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