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Nancy J Overton

from Jacksonville, IL
Age ~65
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Also known as:
Nancy Jo Overton, Nancy Jo Lonnie Overton, Nancy Jo Carter, Nancy J Carter, Nancy M Carter, Nancy J Miles, Nancy G Miles, Nancy R, Nancy Jocarter
Phone and address:
863 Case Ave, Jacksonville, IL 62650
(217) 271-1091
Related to:
Judith Overton, 62Gaile Martin, 72Raymond Overton, 70Maria Miles, 49Teyah Miles, 41Roxanne Skonie, 62
Connected to:
Alyson A Overton, 52Aqueelah Overton, 65Bernell H Overton, 95Brittani J Overton, 31Canary G Overton, 69Cara R Overton, 47Charmaina A Overton, 30Cindy L Overton, 68Clarence F Overton, 61Dache L Overton, 32

Nancy Overton Phones & Addresses

  • 863 Case Ave, Jacksonville, IL 62650 (217) 271-1091
  • Jacksonville, FL

Professional Records

License Records

Nancy M Overton

License #:
015250-24 - Expired
Category:
Nursing Assistant
Issued Date:
Oct 22, 1996
Expiration Date:
Jun 27, 2000
Type:
Licensed Nursing Assistant

Resumes

Resumes

Nancy Overton Photo 1

Vice President, Wealth Manager

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Location:
Jacksonville, FL
Industry:
Financial Services
Work:
Total Wealth Planning & Management
Financial Advisor
Beverly Hillsl Wealth Management Beverly Hills Ca
Vice President, Wealth Manager
Wells Fargo Advisors Financial Network Bmg Financial Oct 2010 - Oct 2012
Senior Financial Advisor
Morgan Stanley Oct 2004 - Oct 2010
Second Vice President Wealth Management
Morgan Stanley 1986 - 2004
Associate Vice President - Investments
Education:
Duke University 1958 - 1962
Bachelors, Bachelor of Arts, Business Administration
Skills:
Series 7
Financial Analysis
Finance
Strategic Planning
Retirement Planning
Wealth Management
Series 63
Asset Allocation
Mutual Funds
Investment Advisory
Investments
Retirement
Strategic Financial Planning
Microsoft Excel
Securities
Portfolio Management
Customer Service
New Business Development
Asset Managment
Account Management
Financial Advisory
Financial Planning
Finra
Series 65
Asset Management
Equities
Microsoft Office
Financial Services
Management
Insurance
Nancy Overton Photo 2

Nancy Overton

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Nancy Overton Photo 3

Nancy Overton

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Nancy Overton Photo 4

Nancy Overton

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Nancy Overton Photo 5

Nancy Overton

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Nancy Overton Photo 6

Nancy Overton

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Nancy J. Overton
Director
Beau Rivage of Jacksonville, Inc
Civic/Social Association · Nonclassifiable Establishments
8641 Baypine Rd, Jacksonville, FL 32256
7400 Baymeadows Way, Jacksonville, FL 32256
2970 St Johns Ave, Jacksonville, FL 32205
(904) 388-9336
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Nancy J Overton from Jacksonville, IL, age ~65 Get Report