Rick Overy

President of Compass Wealth Strategies, Private Wealth Advisor with Ameriprise Financial Services, LLC

Role: Private Wealth Advisor at Ameriprise Financial Services, LLC
Location: Williamsburg, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Rick Overy

Specialties: Wealth management, financial planning, portfolio management

Experience

Private Wealth Advisor
Ameriprise Financial Services, LLC
Mar 2024 — Present · Williamsburg, VA
Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Member FINRA and SIPC

Education

Phillips Exeter Academy
Graduate
1979 — 1982
William & Mary – Raymond A. Mason School of Business
BBA
1982 — 1988

Skills

Wealth Management Services
Investment Advisory
Investment Strategies
Portfolio Management
Strategic Financial Planning
Estate Planning
Series 7
Wealth Management
Alternative Investments
Retirement Planning
Asset Allocation
Series 65

Contact information

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Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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About Rick Overy

Experience

Private Wealth Advisor

Education

Phillips Exeter Academy

William & Mary – Raymond A. Mason School of Business

Skills

Find verified contacts for anyone on LinkedIn