Broker Check

Your Financial Advisor

HARRY B. OVERTON

Harry

 

 

 

As an Investment Adviser Representative of Voya Financial Advisors, Harry has worked in the account management and client service arena since 1993. Harry relocated to Central Florida from Chicago in 2000. He joined Voya Financial Advisors in 2005 and has been providing personalized financial planning and portfolio management services to families and businesses for over ten years. His knowledge with portfolio management focuses on helping you prepare for difficult markets. Harry assists clients in managing their cash flows, tax minimization and estate planning while planning for retirement.

Harry previously worked as a CPA with Deloitte & Touché, one of the "Big Five" accounting and consulting firms, as a manager in the audit department of the Chicago office. He worked in public accounting for a total of seven years, focusing mainly in small businesses. Harry is well versed in various qualified and non qualified plans for the small to mid-sized businesses.

Harry holds a Series 7, 63 and 65 securities registrations, in addition to a life and health insurance license. Harry received his undergraduate degree in business administration from Loyola University of Chicago. He took and passed the CPA exam in May 1993. He’s an avid sports fan and enjoys watching most sporting events as well as playing golf, water sports and working out.




RICHARD LEHRER

Harry

 

Rick Lehrer focuses on transforming client fear and confusion into confidence and clarity by simplifying the financial planning conversation and helping them to better align their assets with their goals. His agency, Financial Solutions Group, Inc. has been helping his advisors and their clients solve financial issues for 25 years.

Rick has served on advisory boards for several successful businesses in complimentary industries including Estate Planning Law Offices, CPA Practices, and Community Banks. When he’s not helping his clients, Rick enjoys spending time with his family and friends, playing golf, traveling and most outdoor activities.

Rick is a registered Investment Adviser Representative and Field Principal with Voya Financial Advisors. He has a series 7, 65, 63 and 24 as well as his Life and Health licenses. Rick is licensed to do business in over 20 states.

Voya Financial Advisors

16001 Langhorne Court

Tampa, FL 33647






Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Financial Solutions Group, Inc. is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.