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portrait of Perry A Overton
FINANCIAL ADVISOR

Perry A Overton

CFP®, AAMS™
1207 S Marshall St, Boone, IA 50036opens in a new window
CallSend Me a Message

About Perry

I was raised in Iowa after my father moved our family from Colorado to Boone to start his career with Edward Jones in 1989. I graduated from Boone High School in 2004 and went on to earn a bachelor's degree from Iowa State University’s College of Business.

After college, I married my wife, Ashley. We've since started our own family and have five wonderful children, Piper, Kamden, Rhett and twins Axel and Landry. We reside between Boone and Ogden, making Boone County our home. In our free time, we enjoy spending time outdoors and traveling around the country.

My career...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Savings Strategies

Work History

  • Edward JonesFebruary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Iowa State UnivBachelor of Science

Team Members

  • Aly Price
    Sr. Branch Office Administrator
    FPQP®
  • Megan Messler
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(515) 432-7127

Fax

(888) 501-6158

Office Address

1207 S Marshall St
Boone, IA 50036opens in a new window

Mailing address

Po Box 621
Boone, IA 50036

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