Kimberly D. Overman, CFP®
 
Kimberly D. Overman, CFP®
President and Chief Investment Officer

Kimberly D. Overman of The Financial Well, Inc. is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience offering financial planning, pension consulting, and wealth management services to individuals and family businesses, as well as to corporations and non-profit organizations. Ms. Overman is directly responsible for the leadership and direction of the Company to ensure such financial planning and investment activities are being performed to the expectations of the clients. Ms. Overman also provides special needs and elder-care consulting and planning for individuals as they work with their legal, structured settlement, care management and trust advisors. Additionally, Ms. Overman provides financial counseling to military families through the Veteran Administration Beneficiary Financial Counseling Service.

In addition to appearing on WFLA Channel 8, WTSP Channel 10, and FOX Channel 13, she has been quoted in the Wall Street Journal, New York Times, Wealth & Retirement Planner Magazine, Tampa Tribune, MSN Money Central, Money Magazine, and the St. Petersburg Times. Ms. Overman taught investment courses at University of South Florida and provides retirement and financial planning education workshops for Federal employees of the Veteran Administration Hospitals, Department of Labor and the National Oceanic Atmospheric Administration. Ms. Overman is Past Chairperson of the Financial Planning Association of Florida and President Elect for the Tampa Bay Estate Planning Council.
 






Rexford Henderson
Rexford S. Henderson, CFA, MBA
Registered Investment Advisor

Rexford Henderson, CFA, is a veteran of 19 years in the financial services industry. He spent 11 years as a financial analyst, working to identify and understand individual stocks and investments. For the past five years, he has been a financial advisor, helping clients achieve their financial goals through thoughtful planning and investment recommendations to match the clients' objectives and risk profile.

He is a graduate of the University of Nebraska-Lincoln with majors in Economics and Journalism. He received a Masters of Business Administration degree from the University of South Florida, and is a member of the Phi Kappa Phi academic honor society at USF. He has achieved the prestigious Chartered Financial Analyst designation, which requires the completion of a rigorous three years program of study and successful completion of a series of tests covering accounting, economics, securities analysis, portfolio management and professional ethics.

Henderson grew up in Nebraska, and has been a resident of Florida since 1987. Prior to entering the financial industry, he was a news reporter for the Tampa Tribune, responsible for coverage of the banking, investing and other aspects of the financial industry.


Kimberly D. Overman, CFP®
President & CEO


The Financial Well, Inc.
4610 N Central Ave
Tampa, FL 33603-3904

813-229-2000

Fax: 813-229-2005




Rexford S. Henderson, CFA, MBA
Registered Investment Advisor


The Financial Well, Inc.
4610 N Central Ave
Tampa, FL 33603-3904

813-229-2000
Fax: 813-229-2005
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 This message is provided by The Financial Well, Inc. for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.