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John Overton

Vice President, New Client Development

Office Information


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John’s Locations

505 Highway 169 N Ste 900
Plymouth, MN 55441
(763) 417-1700

About John

As the leader of our team of Marketing Regional Vice Presidents, John is focused on new client acquisition and expanding the relationship with existing clients. He comes to us from Empower, where he spent the past three years as Senior Director of Wealth Advisory.

Prior to that, he served in various leadership roles and as a financial advisor at Personal Capital and Northwestern Mutual. He is a graduate of the University of North Georgia, where he played college basketball and studied Finance.

John and his wife, Mallory, have two children and are based in Atlanta. In his free time, he enjoys chasing his kids around, reading, movies, and sports.

Education

  • BBA - Finance, University of North Georgia

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Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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