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. He previously served over a decade as a financial advisor at Edward Jones, and also worked as an independent commodity trader for the MidAmerica Commodity Exchange and Chicago Board of Trade. In addition to his decades of hands-on industry experience, Mark is also an Accredited Asset Management SpecialistSM, a Certified Estate Planner™ and a Wealth Management Specialist™.

Originally from Waterman, Illinois, Mark grew up on a farm. He now resides in DeKalb, Illinois, while his family still farms in DeKalb County to this day. He and his wife, Kathy, have three daughters and two grandchildren. Aside from spending time with his beautiful family, Mark enjoys a good game of golf.

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