Robert Overall
CFP®, CPWA®
Managing Director
- Shareholder
As a Managing Director in Pathstone’s Winter Park office, Rob serves as a dedicated advisor providing investment advice and advanced planning for individual and institutional clients.
Prior to joining Pathstone, Rob was a Vice President and a Wealth Advisor for WaterOak Advisors and brings over 30 years of experience in the financial services industry. He began his career at Fidelity Investments in 1991 as an Account Executive providing investment guidance to client relationships with accumulated total assets in excess of $500 million. He is a three-time recipient of the Fidelity’s President’s Circle Award.
Rob earned his BS from the University of North Alabama, is a Certified Financial Planner™ (CFP®) and holds the Certified Private Wealth Advisor® (CPWA®) designation. Originally from Alabama, Rob currently resides in Longwood with his wife and three children.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Group
Certification
Office
As a Managing Director in Pathstone’s Winter Park office, Rob serves as a dedicated advisor providing investment advice and advanced planning for individual and institutional clients.
Prior to joining Pathstone, Rob was a Vice President and a Wealth Advisor for WaterOak Advisors and brings over 30 years of experience in the financial services industry. He began his career at Fidelity Investments in 1991 as an Account Executive providing investment guidance to client relationships with accumulated total assets in excess of $500 million. He is a three-time recipient of the Fidelity’s President’s Circle Award.
Rob earned his BS from the University of North Alabama, is a Certified Financial Planner™ (CFP®) and holds the Certified Private Wealth Advisor® (CPWA®) designation. Originally from Alabama, Rob currently resides in Longwood with his wife and three children.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
