FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Dan Overbey, President and CEO of Atlantic Capital Advisors, a wealth advisory firm located in Fort Lauderdale, FL, was elected President of the Bank Insurance & Securities Association at the organization’s Annual meeting. Mr. Overbey is a 25-year veteran of the banking and investment advisory industry. Prior to forming Atlantic Capital Advisors in 2013, Mr. Overbey was Executive Vice President of BankUnited, and President/CEO of BankUnited Investment Services. Mr. Overbey also served as President/CEO of Colonial Bank’s Wealth Management Group, and led the full-service broker dealer for First Horizon National Corporation, where the firm was recognized as the top regional bank program in the country. Mr. Overbey currently serves on the Executive Advisory Council with LPL Financial, the nation’s largest independent broker dealer. LPL is the leading provider of managed investment programs to more than 700 regional banks and credit unions across the United States.
The Bank Insurance & Securities Association (http://www.bisanet.org) 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.
Atlantic Capital Advisors (www.atanticcapitaladvisors.com) is a wealth advisory firm based in Fort Lauderdale, FL with offices throughout Florida, Knoxville and Memphis, Tennessee and Austin, Texas. Atlantic Capital provides financial planning and guidance to individuals and businesses, and facilitates turnkey wealth management programs for financial institutions. Through alignment with LPL Financial, the largest independent broker dealer in the nation, Atlantic Capital employs an objective, comprehensive financial planning approach as a foundation for working with clients.
