OLIVER WEALTH MANAGEMENT - Key Persons

Job Titles:

• Associate
• Financial Advisors
• Financial Planning Associate

Before joining Oliver Wealth Management, he was part of the Financial Management Program at GE Aerospace in Cincinnati. Andrew is excited to begin his career in wealth management, servicing both advisors and clients. He graduated from the University of Maryland in 2022 with bachelor's degrees in Finance and Operations Management and Business Analytics. Andrew is excited to be back in Maryland and is looking forward to attending University of Maryland football and basketball games as well as spending time with family and friends.

Job Titles:

• Founder
• Managing Partner
• Member of the Oliver Wealth Management Team

With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing-the financial success of its clients. Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan. In May of 2003, Brandon was recruited to work with Banc of America Investments. During his years at BAI, he learned to navigate the lending the world as well as the investment landscape. Brandon built a successful practice before coming back to Morgan Stanley in March of 2010. He spent 6 more successful years with Morgan as an independent advisor and as head of the Ridge Group before forming Oliver Wealth Management in 2016. Brandon was raised in Perry Hall, Maryland. He is a member of Baltimore Country Club. Brandon enjoys watching his son, Logan, play soccer and watching his daughter, Natalie, compete in tennis. He and his wife Carlye enjoy investing in their children's passions which includes soccer for Logan and tennis for Natalie.

Job Titles:

• Financial Advisor

Client education is the driving force behind Heath's approach to wealth management. His career in the financial services industry started in 2006. Since then, Heath has earned the Chartered Retirement Planning Counselor SM (CRPC®) designation. Heath's satisfaction comes from helping clients to simplify complex financial challenges, communicating in a way to help clients understand those complexities and to position their assets to work harder for them. He prides himself on being highly proactive in engaging with clients and coordinating retirement and wealth management strategies with their other trusted advisors. Heath specializes in retirement and investment planning for retirees, business owners, and professionals across the country. Heath earned a bachelor's degree in Finance from Salisbury University. In his spare time, Heath enjoys traveling, spending time with his family and being on the water.

Job Titles:

• Associate
• Financial Advisors
• Financial Planning Associate

Prior to joining Oliver Wealth Management, he served as a Private Client Associate with The L. Warner Companies, and as a Guided Investment Specialist for Merrill Edge. Mr. Plume graduated from the University of Baltimore with a Bachelor's Degree in Business with a concentration in Finance. He is a registered representative holding Series 7 and 66 securities registrations as well as the Chartered Retirement Planning Counselor (CRPC) designation. Joseph lives in Baltimore County where he enjoys spending time outdoors with his wife and family.

Job Titles:

• Chief Compliance Officer
• Financial Advisor
• Member of the Oliver Wealth Management Team

Nathan joined Oliver Wealth Management in February of 2023. He is a CFP® and a ChFC®, holds series 7 and 66 licenses and is licensed in life and accident / health insurance. Nathan previously worked for 3 years at Akers Financial Group. Before moving to Maryland, he earned his B.S. in Business Administration from DePaul University in Chicago. Nathan spent four years after graduation working in management for Sherwin-Williams before choosing to go back to school and completing DePaul's Financial Planning Certificate Program.

Job Titles:

• Client Services Representative
• Member of the Oliver Wealth Management Team

Tiffany joined Oliver Wealth Management in February of 2022. - She started her career in the industry with Alex Brown and Sons in 1991 and remained with the company which became Deutsche Bank for almost 30 years. Her vast experience in the financial industry is a valuable asset to our firm. On a daily basis, Tiffany assists with: Processing new accounts, account transfers, beneficiary changes, new contributions and distributions Day-to-day operational activities and client service requests Tiffany enjoys spending time with family and her dog Luna. Tiffany was born and raised in Baltimore City where she continues to reside.