mark overby

Mark G. Overby,

AAMS®, CEP®, WMS™ Senior Vice President, Investments Branch Manager

A dedicated advisor with over 35 years of industry experience, Mark helps families and individuals cultivate financial confidence. He spends his days meeting with clients, creating personalized plans designed to help them preserve wealth and create income streams that last through retirement. Mark’s specialties include intergenerational wealth and retirement planning.

Trustworthy and dedicated, Mark joined Raymond James in 2005, inspired by the firm’s client-first values and people-centric culture.

Originally from Waterman, Illinois, Mark and his wife, Kathy recently moved back to Waterman, where his family still farms. He and Kathy have three daughters and two grandchildren. Aside from spending time with his family, Mark enjoys a good game of golf.

AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.