David Overholser, CWS®

VP - Sr. Financial Consultant

+1 919-743-7484

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Financial Advisor, Morgan Stanley, 1999-2002
  • Assistant Bond Trader, SunTrust Equitable Securities, 1997-1999
  • Graduate Assistant Football Coach, University of Dayton, 1995-1997

Education

  • BS, University of Dayton, Cum Laude
  • Academic All-American- Football

Personal interests and affiliations

  • Married to Sarah Overholser, father of three
  • Supporter of Healing Transitions and Haven House
  • College Sports Fan
  • F3: Fitness, Fellowship and Faith, Site Q Leader

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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