Bill Overcast, CFP®

Director of Financial Planning

In the wealth management industry, Bill is as talented as they come! He uses his vast knowledge to understand client needs and then develops a plan to address them. He also serves our FedEx pilot clients , sharing detailed information on the unique opportunities their employer provides them.

In the wealth management industry, Bill is as talented as they come! He uses his vast knowledge to understand client needs and then develops a plan to address them. He also serves our FedEx pilot clients , sharing detailed information on the unique opportunities their employer provides them.

Bill knows finance.

Bill joined Legacy Wealth Management in 2008 after spending a decade performing extensive planning work for more than 100 clients at Overcast Financial Planning. Prior to establishing Overcast Financial Planning, Bill spent more than 20 years in the banking industry, with the last eight years at Enterprise National Bank as vice president of Commercial Lending/Private Banking.

On your mark, get set...

Having completed nine marathons — including the competitive Boston Marathon — Bill (aka Cloudy) is an avid runner. When he’s not on the race track, Bill’s often with his wife of 30 years, two grown children, and spoiled golden retriever.