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Kimberly D Overman, Age 664610 N Central Ave, Tampa, FL 33603

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Known as:
Kimberly Diane Overman Kimberly Dianne Overman Kimberly O Overman
Related to:
Jared D Overman 44

Kimberly Overman Phones & Addresses

1810 Park St, Tampa, FL 33610

Treasure Island, FL

Dolores, CO

Brandon, FL

Hillsboro Bch, FL

1810 E Park Cir, Tampa, FL 33610

Mentions for Kimberly D Overman

Kimberly Overman resumes & CV records

Resumes

Kimberly Overman Photo 43

Chief Executive Officer Of The Financial Well, Inc.

Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Kimberly Overman Photo 44

Hillsborough County Commissioner District 7 County Wide

Location:
300 south Hyde Park Ave, Tampa, FL 33606
Industry:
Government Administration
Work:
Tampa Bay Estate Planning Council since Jul 2010
2010-2011 Executive Board Member - Secretary FPA of Tampa Bay since Jan 2010
2010 Chairperson Financial Planning Association of Florida since Jan 2010
2010 President Elect The Financial Well, Inc. since Mar 1998
Chief Executive Officer Schwab Institutional since Mar 1995
Independent Investment Advisor Financial Planning Association of Tampa Bay Jan 2009 - Dec 2009
2009 President Aon Investment Consulting 1995 - 1997
Investment Advisor Invest Financial 1989 - 1994
Senior Financial Advisor
Education:
College for Financial Planning 1985 - 1989
CFP, Financial Planning University of Maryland College Park 1976 - 1982
BS, Agricultural Resource EconomicsSuccessfully passed through to motherhood twice during my extended college experience. Woodrow Wilson High School
Skills:
Strategic Financial Planning, Wealth Management, Women Owned Business, Retirement Planning, Investment Advisory Services, Fiduciary Services, Estate Planning, Elder Care, Personal Tax Planning, Investment Advisory, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Asset Management, Financial Services, Wealth Management Services, Finance, Risk Management, Personal Finance, Asset Allocation, Mutual Funds, Investment Strategies, Employee Benefits, Trusts, Investment Management, High Net Worth Individuals, Leadership, Management, Securities, Strategic Planning, Public Speaking, Portfolio Management, Small Business, Budgets, Due Diligence, Nonprofits, Team Building, Economics, Economic Research
Interests:
Social Services
Economic Empowerment
Politics
Education
Environment
Arts and Culture
Health
Languages:
English
Certifications:
Cfp - Certified Financial Planner Professional
License 29059
Certified Financial Planner Board of Standards, Inc., License 29059
Kimberly Overman Photo 45

Vice Chair

Location:
Tampa, FL
Work:

Vice Chair

Possible Relatives

Deborah A Overman  Edward B Overman  Eric F Overman  James R Overman  Jennifer C Overman  Jonathan Overman  Joseph L Overman  Kimberly A Standley  Kimberly A Joiner  Kimberly A Stankiewicz 

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