Business Growth Strategy Associate Wells Fargo – Since joining the financial services industry in 1996, William Oliver, private equity advisor and Managing Director – Investments, has established a private wealth advisory group at Wells rgo Advisors, assembling a team of key experts and financial advisors to provide innovative and comprehensive. services to customers. As a private wealth advisor, Bill develops and implements a tailored approach to building wealth through goal-based planning and strategic investment strategies.
Bill began his career in 1996 as a financial advisor at Prudential Securities. He then spent seven years at Merrill Lynch before transitioning his practice to Wells rgo Advisors in 2006. Combining the best practices gained from his extensive experience with the resources of Wells rgo Advisors, he has created a wealth advisory system with superior customer service. customer expectations year after year.
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Throughout his career, Bill has received many awards and honors. His most recent accolades include being named among Barron’s “1, 200 Mentors* every year from 2010 to 2021. In his spare time, Bill is very involved in the Charlotte community and Church of Moments of Hope. He supports many local charities, The Relatives, Roof Above, Good Fellows Club, Allegro Foundation, Cystic Fibrosis Foundation, Youth Commission International, Charlotte Rescue Mission, Dove’s Nest and The Mint Museum. Bill lives in the Myers Park area of Charlotte with his wife and two children.
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*Barron’s Top 1, 200 Advisors – Barron’s Magazine – rankings based on data provided by thousands of advisors. Actors included in this level were assets under management, revenue generated for the firm, management records and customer retention.
*Barron’s Top 1,000 Advisors ratings are based on last year’s assets under management, revenue generated for the advisory firms and the value of the advisors’ practices. Investment performance is not a clear point because clients have different goals and risk tolerance. The completed questionnaire was used for the analysis. This review has nothing to do with the quality of the investment advice and is based solely on the criteria stated.
The Forbes Best-in-State Wealth Advisors algorithm is based on first-year industry experience, interviews, contract documents, assets under management, revenue and other methods of SHOOK Research, LLC, which receives no compensation from to their consultants or firms to. exchange for placement on the scale. Investment performance is not a standard. A self-reported study was used for the analysis. This review has nothing to do with the quality of the investment advice and is based solely on the criteria stated.
As a financial advisor, Thomas provides expertise and guidance to help clients create and maintain diversified portfolios that suit their investment goals. He joined the team in 2006 after graduating from Florida State University with a bachelor’s degree in finance and real estate and a minor in economics.
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Outside of the office, Thomas is a supporter of the United Way of Central Carolinas and the Arts and Sciences Council. He is also a member of the Florida State Seminole Boosters and enjoys playing golf, tennis and fishing in his spare time.
Paul is a Senior Financial Advisor for the Oliver group and focuses on gaining a clear understanding of his clients’ current financial situation, goals and risk tolerance before making investment proposals. He started his career in finance in 1997 at First Union. With dedication and commitment, he continued to serve his clients through the merger of First Union Securities, Wachovia Securities and Wells rgo Advisors. Most recently, he has been instrumental in the growth and expansion of The Oliver Private Wealth Management Group of Wells rgo Advisors since 2010.
Paul earned a bachelor’s degree with a concentration in business finance from Winthrop University. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ credential from the Certified Financial Planner Board of Standards, which he believes is an invaluable resource in helping his clients achieve their financial goals.
Outside of the office, Paul enjoys spending time with his wife, Caroline, and newborn son, Ryan. Paul also participates in many civic and community organizations, including the American Heart Association, Men’s Shelter, and the Association of Estate Planners, and is a dedicated member of Myers Park United Methodist Church.
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Thomas has worked as a financial advisor since he joined the team in 2010. By focusing on the unique needs of each client, he develops strategies aimed at helping them achieve well-defined goals. He graduated from Florida State University with a bachelor’s degree in finance and accounting.
In the community, Thomas has been involved in many community organizations, including the First Tea of Charlotte Young Professionals and Habitat Young Professionals of Charlotte. In his free time he enjoys playing golf and traveling with friends and family.
Matt is a financial advisor dedicated to helping people meet their financial needs by creating investment plans around their long-term goals and risk tolerance.
With experience in financial services since 1994, Matt began working as a financial advisor at Prudential Securities after receiving a degree from Virginia Tech with a degree in finance. He later joined Wachovia Securities (the former firm of Wells rgo Advisors) in Virginia before moving to Charlotte in 2001, where he is now with The Oliver Private Wealth Management Group.
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Away from the office, Matt is an active member of his church and volunteers at his children’s school. He enjoys playing golf and spending time with his wife and their three children.
Chris moved to Charlotte in 2020 and joined The Oliver Private Wealth Management Group shortly thereafter. He previously worked as a Wells rgo Advisor in the Chapel Hill/Durham market and spent several years as a member of the Portfolio Management team at BB&T Wealth. He enjoys working with clients to develop individualized investment strategies that are tailored to their financial goals and needs.
Chris holds a master’s degree from Wake Forest University’s Babcock School of Business and a bachelor’s degree from UNC Chapel Hill, where he studied economics. Away from the office, Chris enjoys spending time with his wife and is involved in various community organizations, including the UNC Campus Chapter, where he serves on the Executive Committee of the Board of Trustees.
Danielle is a Senior Registered Client Associate at Wells rgo Advisors in Charlotte, NC. He was with Wells rgo & Co. since 2006. Backed by more than ten years of experience, Danielle is dedicated to helping wealthy clients meet their financial needs. He believes in providing highly personalized service with a focus on the overall customer experience.
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Prior to joining Wells rgo Advisors, Danielle was a client associate at Merrill Lynch, where she began her career in the financial services industry in 2001. In that role, she was responsible for developing new and existing relationships. there of rich customers, which included working. and several different financial advisors. He then joined Wachovia Securities (the former firm of Wells rgo Advisors) in 2006 and The Oliver Private Wealth Management Group.
Danielle is from Syracuse, NY. He earned a bachelor’s degree in business administration with a concentration in management from the University of Phoenix. He enjoys spending time with friends and Mily, walking and running.
Sunshine joined Wells rgo Advisors in the spring of 2014. Prior to joining Wells rgo Advisors, Sunshine was a Client Services Associate at UBS Financial Services where she served as a key member of the Estate Team. Sunshine began her career in finance at Raymond James Financial in St. Petersburg, FL before moving to Charlotte, NC in the summer of 2011.
Sunshine from Phoenix, AZ. He graduated from the University of South Florida in the spring of 2008 with a bachelor’s degree in finance. In her spare time, Sunshine enjoys reading, exercising, traveling and spending time with friends and family.
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Dylan joined Oliver Private Wealth Management Group in October 2019. He began his career in finance with Wells rgo Community Banking in 2013 after receiving a bachelor’s degree from the University of South Carolina-Aiken.
Dylan is originally from Aiken, SC, but has lived in the Charlotte area since 2014. He is an avid traveler and foodie who is always on the hunt for the best restaurants in Charlotte and beyond.
Taylor joined Oliver Private Wealth Management Group in May 2021. He began his career with Wells rgo Advisors in December 2019 as a Trade Services Representative after graduating from the University of North Carolina at Chapel Hill with a degree in bachelor in economics and political science.
Taylor was born and raised in Charlotte in the Ballantyne area. In her spare time, she enjoys spending time with friends and Mily, being outdoors, and watching the Panthers and Tar Heel Athletics.
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Robert joined Oliver Private Wealth Management Group in October 2022. He began his career at UBS as a Client Service Associate after receiving his bachelor’s degree from the University of North Carolina at Chapel Hill and his master’s degree in management from from the University of North Carolina at Charlotte.
Robert is from and grew up in the university area of Charlotte. He enjoys watching sports, especially football, and going out with friends.
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