Robert Overall (CFP)

Robert Overall focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Rob Overall serves as a dedicated Wealth Advisor within the firm providing investment advice and advanced planning for high net worth clients of WaterOak Advisors. Rob specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating ways to enhance investor return. Wealth Advisors coordinate the extensive planning, operational and portfolio management resources within the firm.

Rob has provided guidance in the Financial Services industry for over 25 years.  Rob began his career at Fidelity Investments in 1991 serving as an Account Executive providing investment guidance to client relationships with accumulated total assets in excess of $500 million. He was nationally recognized as a three-time recipient of Fidelity’s President’s Circle Award.

Rob's educational background consists of a B.S. in Finance from University of North Alabama. Rob is also a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional) and is a member of the firm's Advisory Services Committee.

Additional Information

Originally from Alabama, Rob currently resides in Longwood with his wife and three children and is an active member of his community.

NAPFA Start Date

October 03, 2018

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This Office

145 Lincoln Ave Ste A Winter Park, FL 32789-3836 Phone: (407) 567-2956 Fax: (407) 622-1799