Michael Overman, CFP®
Associate Wealth Management Advisor at Luca Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Raleigh-Durham-Chapel Hill Area
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Bio
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Credentials
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CFP® | Certified Financial Planner
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Life, Health, & Variable Contracts
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Series 66
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Series 7
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Experience
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Luca Partners
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Media Production
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1 - 100 Employee
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Associate Wealth Management Advisor
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Jun 2020 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Associate Wealth Management Advisor
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Jun 2015 - Jun 2020
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Associate Wealth Management Advisor
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Mar 2013 - May 2015
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Associate Financial Representative
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May 2011 - Feb 2013
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SunTrust Mortgage
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United States
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Banking
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Credit Analyst
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Aug 2010 - Apr 2011
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Education
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2006 - 2010
Hampden-Sydney College
Bachelor of Science (B.S.), Mathematical Economics
Community
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