Jeff Mall, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

My Team

As a wealth management advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business.  Our team is comprised of professionals dedicated to providing integrated wealth management and financial planning.  With the support of a dedicated team, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

  • David Overby, Director of Wealth Management Services, is my central point of contact for the wealth management aspect of my practice.
  • Sonya Thorpe, Director of Client Services, is my central point of contact for the risk management aspect of my practice.
  • On occasion I also work jointly with other Wealth Management Advisors, Financial Advisors and other specialists in my local office and throughout the country to meet the needs of my clients.

 

 

 
David A Overby

David A Overby

Director of Wealth Management Services

David has been working in the Financial Services Industry since 2010.  He has obtained his FINRA Series 7, 65 & 63 securities registrations, as well as his Life, Health and Annuity License.  Before joining our team in 2015, David was a financial advisor for Merrill Lynch in New York City.  He offers our clients a sophisticated, goals-based, holistic approach to wealth management.  David accomplishes this through actively listening to and understanding our client’s financial and emotional decision-making processes. His primary focus as Director of Wealth Management Services is to assist clients with all aspects of their financial situation, including retirement planning, wealth preservation and risk management strategies. David graduated from Jacksonville University with a B.S. in Business Administration. When David isn’t working he enjoys spending time with his wife, daughter and son. David also enjoys playing tennis and is a sports enthusiast.

How can David help you?

  • Prepare and update financial plans

  • Communicate market and economic insight

  • Portfolio construction and investment allocation

  • Trade and monitor investment accounts

  • Prepare performance reports and provide investment research

  • Prepare investment proposals

  • Review portfolios and provide market updates

 
Brianna Eisman

Brianna Eisman

Director of Client Relations and Marketing
Office 904-598-3571

Brianna is majoring in Marketing at University of North Florida with minors in Leadership and Digital Marketing and will graduate in Spring 2021.  Upon graduation she plans to pursue a Master of Business Administration degree at UNF.  Brianna joined our team in 2020 and is the Director of Client Relations and Marketing managing Jeff's calendar and overseeing and implementing marketing projects for the team.  In her spare time she enjoys traveling and hiking national parks, water sports and painting.

How can Brianna help you?

  • Schedule an appointment with Jeff or another member of the team
  • Update your personal information for your accounts
  • Communicate with Jeff or another member of the team for any client related needs

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck