Brandon Oliver Email & Phone Number
@kingfisherwealth.com
2 phones found area 914
LinkedIn matched
Who is Brandon Oliver? Overview
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Brandon Oliver is listed as Managing Partner and Financial Advisor at Oliver Wealth Management, a with 5 employees, based in Towson, Maryland, United States. AeroLeads shows a work email signal at kingfisherwealth.com, phone signal with area code 914, and a matched LinkedIn profile for Brandon Oliver.
Brandon Oliver previously worked as Managing Partner & Financial Advisor at Oliver Wealth Management and Senior Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley Smith Barney. Brandon Oliver holds Bachelor Of Science, Business/Finance from Towson University.
Email format at Oliver Wealth Management
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AeroLeads found 1 current-domain work email signal for Brandon Oliver. Compare company email patterns before reaching out.
About Brandon Oliver
I believe that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. Oliver Wealth Management is a firm free of any conflicts of interest or bias and is focused acting as a fiduciary and on the financial success of our clients.Our approach is to understand your needs and manage that against the market cycle. We do not believe a in a cookie cutter approach. Markets are far more complex and fast than in years past. Similarly to the Tyndall effect, we focus on the longer wavelength of the market rather than quick reactions to the shorter term scattered reactions to changes in the market. Brandon is a student of history but, does not believe markets will behave in the same fashion that we have seen in the last several decades. Markets are efficient and old Wall Street models are broken. Those models are based on markets always going up and research that is out of date and badly timed. Oliver Wealth Management’s goal is to focus solely on the financial success of our trusted clients with a keen vision. Technology and true open architecture led Oliver Wealth Management to partner with Raymond James and Hayden Royal LLC, an SEC Registered Investment Advisory firm.
Listed skills include Management, Portfolio Management, Strategic Planning, Customer Service, and 12 others.
Brandon Oliver's current company
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Brandon Oliver work experience
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Managing Partner & Financial Advisor
With over 17 years of experience, Brandon has learned that regardless of the size of the company or the investment portfolio, clients want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias and genuinely focused on one thing—the financial success of its clients. Advisory services offered… Show more With over 17 years of experience, Brandon has learned that regardless of the size of the company or the investment portfolio, clients want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias and genuinely focused on one thing—the financial success of its clients. Advisory services offered through Hayden Royal LLC, an SEC registered investment advisory firm.Oliver Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures. Show less
Senior Vice President, Financial Advisor, Portfolio Manager
Colleagues at Oliver Wealth Management
Other employees you can reach at oliverwealth.com. View company contacts for 5 employees →
Brandon Oliver education
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Towson University
Frequently asked questions about Brandon Oliver
Quick answers generated from the profile data available on this page.
What company does Brandon Oliver work for?
Brandon Oliver works for Oliver Wealth Management.
What is Brandon Oliver's role at Oliver Wealth Management?
Brandon Oliver is listed as Managing Partner and Financial Advisor at Oliver Wealth Management.
What is Brandon Oliver's email address?
AeroLeads has found 1 work email signal at @kingfisherwealth.com for Brandon Oliver at Oliver Wealth Management.
What is Brandon Oliver's phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for Brandon Oliver at Oliver Wealth Management.
Where is Brandon Oliver based?
Brandon Oliver is based in Towson, Maryland, United States while working with Oliver Wealth Management.
What companies has Brandon Oliver worked for?
Brandon Oliver has worked for Oliver Wealth Management and Morgan Stanley Smith Barney.
Who are Brandon Oliver's colleagues at Oliver Wealth Management?
Brandon Oliver's colleagues at Oliver Wealth Management include Andrew Knachel, Joe Darpel, Cfp®, and Tiffany Holman.
How can I contact Brandon Oliver?
You can use AeroLeads to view verified contact signals for Brandon Oliver at Oliver Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Brandon Oliver attend?
Brandon Oliver holds Bachelor Of Science, Business/Finance from Towson University.
What skills is Brandon Oliver known for?
Brandon Oliver is listed with skills including Management, Portfolio Management, Strategic Planning, Customer Service, Financial Planning, Leadership, Business Development, and Investments.
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