Jeff Mall, CFP®, CLU®, ChFC®, CASL®

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, Associate Wealth Management Advisor, is my central point of contact for the wealth management aspect of my practice.
  • William Wyatt, Associate Financial Representative, is my central point of contact for client  related needs and provides support for all aspects 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

Office 904-356-5155

David has been working in the Financial Services Industry since 2010.  He has obtained his FINRA Series 7, 65 & 63 securities licenses, 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 is on assisting 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 newborn 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

 

William James Wyatt

Associate Financial Representative
Office 904-356-5155

William is a graduate of the University of North Florida where he obtained a Bachelor's Degree in History.  Prior to joining the team, William worked as a Northwestern Mutual Financial Representative intern giving him the opportunity to learn more about a career in financial services.  He has his Life & Health insurance license.

William provides support for both the risk management and wealth management aspect of my practice.

How can William help you?

  • Schedule/reschedule appointments
  • Provide insurance illustrations and inforce ledgers
  • Supply quotes of insurance products
  • Meet with clients to review financial planning needs
  • Expedite client questions/concerns
  • Update client information
 
 

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