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@kingfisherwealth.com
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2 phones found area 914
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LinkedIn matched
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Brandon Oliver is listed as Managing Partner & Financial Advisor at Oliver Wealth Management at Oliver Wealth Management, a company 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.
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AeroLeads found 1 current-domain work email signal for Brandon Oliver. Compare company email patterns before reaching out.
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 Those models are based on markets always going up and research that is out of date and badly timed.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.
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Towson, Maryland
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.
Other employees you can reach at oliverwealth.com. View company contacts for 5 employees →
Andrew Knachel
Colleague at Oliver Wealth Management
Towson, Maryland, United States, United States
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Tiffany Holman
Colleague at Oliver Wealth Management
Towson, Maryland, United States, United States
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JD
Joe Darpel, Cfp®
Colleague at Oliver Wealth Management
St Louis, Missouri, United States, United States
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Quick answers generated from the profile data available on this page.
Brandon Oliver works for Oliver Wealth Management.
Brandon Oliver is listed as Managing Partner & Financial Advisor at Oliver Wealth Management at Oliver Wealth Management.
AeroLeads has found 1 work email signal at @kingfisherwealth.com for Brandon Oliver at Oliver Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 914 for Brandon Oliver at Oliver Wealth Management.
Brandon Oliver is based in Towson, Maryland, United States while working with Oliver Wealth Management.
Brandon Oliver has worked for Oliver Wealth Management and Morgan Stanley Smith Barney.
Brandon Oliver's colleagues at Oliver Wealth Management include Andrew Knachel, Tiffany Holman, and Joe Darpel, Cfp®.
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.
Brandon Oliver holds Bachelor Of Science, Business/Finance from Towson University.
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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