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