Josh Williams Oliver

Josh Oliver, a well-experienced financial advisor and asset manager, has gained a reputation for his comprehensive approach to evaluating the financial health of his clients. Oliver believes in providing customized financial solutions for each client by giving transparent, honest, and integral advice. He studied Biology/Pre-Medical at Florida State University College of Education, Sports Medicine at Plymouth State University, and Alpine Ski Racing Academy, 9-12 at Waterville Valley Academy. Throughout his career, he worked at various organizations such as Prudential Financial, KeyBank, Aurora Private Wealth, Inc., Citizens Investment Services, LPL Financial, and Morgan Stanley.

Oliver is a skilled financial advisor with extensive experience in retirement planning, investment management, and catering to clients' unique financial needs. He is distinguished by his customer service skills, attention to detail, and his expertise on investment market trends. By combining his vast knowledge in the field with his strong organizational skills, Oliver develops and executes financial plans that best suit the clients.