Dan OverbeyPrivate Wealth Alliance
President | Managing Director
1404 E Las Olas Boulevard #2156
Fort Lauderdale, FL 33301
Office Phone: 954.915.7361
Email: [email protected]
LinkedIn: Connect with me on LinkedIn
Prior to forming Atlantic Capital Advisors, Dan was Executive Vice President of BankUnited, and president & CEO of BankUnited Investment Services. With 25 years of wealth management leadership experience, Dan also served as president of the Bank Insurance & Securities Association, the largest industry association serving banks and financial institution engaged in the securities, insurance and wealth management business. And he served on the advisory board of Atlanta-based family office, Stillpoint. He graduated from The University of Memphis, Fogelman College of Business. He serves on the Board of Directors for Children’s Diagnostic and Boys Town of South Florida.
Credentials, Licenses & DesignationsGeneral Securities Principal: Series 24*
General Securities Representative Series 7*
Investment Advisory Representative: Series 65*
*Registrations held through LPL Financial
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