( PR4US.com | Press Release | 2017-05-05 16:33:01 )
Dan Overbey, the director of IFP Institutional Services, has been awarded the 2017 BISA Circle of Excellence as recognition of his leadership role in the insurance and securities industries. According to the Bank Insurance & Securities Association, this award is intended to highlight senior executives with more than 20 years of experience as an innovator, visionary, and outstanding professional.
With a financial services career spanning two and a half decades, Mr. Overbey has previously started a full-service broker-dealer and re-engineered and relaunched programs in super community and regional banks. He currently focuses on integrating wealth management programs into banks and credit unions across the United States via Independent Financial Partners’ network of more than 500 financial advisors.
“I’m honored to receive this recognition,” said Overbey. “It signifies my life’s work to create value for the advisors and the organizations that I’ve touched.”
The IFP Institutional Services division was designed to be an intermediary between banks, credit unions, financial advisors, and the clients they serve. His team works closely to build trusting relationships and strive to improve the financial well being of thousands of banking customers.
“Dan Overbey has worked tirelessly to reach this point in his career and we’re excited that he’s been chosen to receive the BISA Circle of Excellence,” said Bill Hamm, Founder and CEO of IFP. “We’re proud of his accomplishments and it’s an honor to call him one of our own.”
About Bank Insurance & Securities Association
The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises.
About Independent Financial Partners
Independent Financial Partners
(“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida. Operating on LPL’s hybrid-RIA platform, IFP is a multi-custodial RIA focused on delivering personalized, concierge-level service to more than 500 advisors nationwide who specialize in wealth management and retirement plan consulting. The advisors at IFP oversee more than $5 billion in assets under management and over $30 billion in assets under advisement.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through IFP, a registered investment advisor and separate entity from LPL Financial. The Bank Insurance & Securities Association is not affiliated with LPL Financial or IFP.
- Not FDIC Insured
- Not Bank Guaranteed
- May Lose Value
- Not Insured by any Federal Government Agency
- Not a Bank Deposit