Rick Overy

Financial Advisor
Wealth Management Specialist


Rick Overy, originally from Colorado, graduated from the College of William and Mary Business School with a BBA in Finance. He served in the White House and then at William and Mary as Associate Dean of the School of Law.

Rick joined Legg Mason in 1997 and moved with Legg Mason’s financial advisors to Smith Barney in 2006. While at Smith Barney, he earned the distinctions of Vice President of Wealth Management and Retirement Plan Specialist. In 2009, Rick co-founded Compass Wealth Strategies where he leads portfolio construction & investment strategy.

In the community, Rick currently serves as an appointed member of the Williamsburg Economic Development Authority, on the Foundation Board for the Williamsburg Regional Library, and has served the Williamsburg Area Chamber of Commerce Board of Directors, the Kiwanis Club of Williamsburg Board of Directors, the German Club and the Walsingham Academy Board of Trustees. Rick is a lifetime member of William and Mary President’s Council and has performed as a charity auctioneer for the YMCA, Literacy for Life, CDR, Williamsburg Co-Op, Latisha’s House, Hospice House, Bacon Street, Fear to Freedom, March of Dimes, James River Association, the Choral Guild, Beyond Boobs, Williamsburg Montessori School and Virginia Symphony. Rick and his wife Lara live in Williamsburg with their three children and attend the Williamsburg Community Chapel.

Raymond James is not affiliated with the above organizations and/or charitable causes.