Dave Over

Dave Over Email and Phone Number

President @ Manheim Township Mat Club
United States
Dave Over's Location
United States, United States
About Dave Over

I strive to listen first, to the goals and objectives of my clients, and explain the often-complex aspects of finance. I use my experience to match client priorities with tax-wise strategies in the areas of wealth management, retirement income and estate planning. My clients appreciate the personalization that my Team brings to the planning process.Important Disclosures:Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Silver Oak Securities and Coram Deo Advisors are not affiliated.

Dave Over's Current Company Details
Manheim Township Mat Club

Manheim Township Mat Club

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President
United States
Dave Over Work Experience Details
  • Manheim Township Mat Club
    President
    Manheim Township Mat Club
    United States
  • Coram Deo Advisors
    Senior Financial Advisor
    Coram Deo Advisors Mar 2023 - Present
    Mt. Joy, Pennsylvania, United States
    View
  • Manheim Township Mat Club
    President
    Manheim Township Mat Club 2012 - Present
    Lancaster, Pennsylvania
    Lead in the efforts to increase the wrestling experience at Manheim Township at all levels.
  • Silver Oak Securities, Inc.
    Senior Financial Advisor
    Silver Oak Securities, Inc. Mar 2023 - Present
    Pennsylvania, United States
    View
  • Ambassador Advisors, Llc
    Financial Advisor
    Ambassador Advisors, Llc Feb 2015 - Mar 2023
    Lancaster, Pennsylvania
    At Ambassador Advisors, I provide financial planning and money management services to individuals, businesses and nonprofit organizations.
    View
  • Wrestlers In Business
    Board Member
    Wrestlers In Business 2015 - 2016
    View
  • Janney Montgomery Scott
    Financial Advisor
    Janney Montgomery Scott Jul 2013 - Feb 2015
    With the McCauley Group at Janney Montgomery Scott I focus on developing a financial picture for my clients that helps to fulfill the goals of each individual, family or business.
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Dec 2011 - Jun 2013
    110 North Duke Street, Lancaster Pa 17601
    •Work with medium to high net worth individuals to achieve their financial goals•Maximize Returns while Minimizing Risk•Licensed Life and Health Insurance Provider •Series 7 and 66 Licensed
  • Independence Planning Group
    Representative
    Independence Planning Group 2010 - 2011
  • Floor Trader
    Registered Options Trader
    Floor Trader Dec 2004 - Sep 2010
    New York, New York
    •Proprietary Trader - Coffee, Sugar, Cocoa, Crude Oil, Gold, Silver•Member ICE, COMEX / CMA, NFA, CFTC•Volatility Analysis in Derivative Based Trading•Managed All Aspects of a Team of Traders•Developed and Implemented Option Strategies in the Above Products

Dave Over Education Details

Frequently Asked Questions about Dave Over

What company does Dave Over work for?

Dave Over works for Manheim Township Mat Club

What is Dave Over's role at the current company?

Dave Over's current role is President.

What schools did Dave Over attend?

Dave Over attended Drexel University, Springfield High School.

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