Experience
Makes all the difference
Oliver brings 25 years of wealth management and financial planning experience to the people he counsels. Having begun his career as a financial advisor at E.F. Hutton in 1985, Oliver then spent nearly twenty years at Merrill Lynch in Ann Arbor as a Senior Financial Consultant, before attaining his current position at UBS. Throughout his professional career Oliver continued to further his knowledge of the financial industry by earning designations as a Certified Financial Manager and a Certified Retirement Planning Counselor.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Plymouth, MI |
December 2008 - Present |
Merrill Lynch |
Senior Financial Consultant |
Ann Arbor, MI |
December 1990 - December 2008 |
E.F. Hutton |
Financial Advisor |
Ann Arbor, MI |
December 1984 - December 1990 |
Accomplishments
- Appointed Syndicate Coordinator and put in charge of training new financial consultants at Merrill Lynch
- Executive, President, and Chairmans Club member while at Merrill Lynch
Education
- BA with completed MBA coursework, University of Michigan
Personal & Community
- Played on three Big Ten Confrence Championship Tennis teams for The University of Michigan, captained 1977-1978 team
- Winner of Fielding H. Yost Award for Academics, Athletics, and Leadership
- Big Ten Coach of the Year for 1983-1984 season
Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MD, MI, MN, MO, MT, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA