Oliver's career began as an intern at Morgan Stanley where he remained for 9 years achieving the role of Assoc. Vice President, Financial Advisor and was a member of Morgan Stanley’s Pacesetter’s Club. In 2016, Oliver joined UBS Financial Services. He holds the UBS designation of "Wealth Advisor" representing UBS certification to address complex client needs with a comprehensive array of wealth management services. Oliver is recognized as a Forbes 2018 America’s Top Next-Generation Wealth Advisor.
Oliver grew up in the Bay Area although was born in Rome, Italy during his parents emigration from Poland. He is a graduate of Saint Mary’s College of CA. In his spare time, Oliver enjoys travel and cross training. Oliver and his wife live in Walnut Creek, CA.
Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, MA, MD, MI, MO, MT, NM, NV, OR, SC, TN, TX, UT, WA, WI