Bill Overcast

Finance

Consumer Services

Profile

Mr. Overcast joined Legacy Wealth Management in 2008.
He was previously with Overcast Financial Planning for over ten years where he did extensive hourly planning work for more than 100 clients.
Prior to going out on his own, he spent twenty highly accomplished years in the Banking Industry with the last eight years at Enterprise National Bank as Vice President of Commercial Lending/Private Banking.
He was named 2010 as a FIVE STAR Wealth Manager by Memphis Magazine.
Mr. Overcast received his B.B.A.
in Accounting from the University of Mississippi.
He received his CFP certification in 1998.

Former positions of Bill Overcast

Companies	Position	End
Legacy Wealth Management, Inc. Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.	Corporate Officer/Principal	-

See the detail of Bill Overcast's experience

Training of Bill Overcast

University of Mississippi

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies