Since joining the financial services industry over 25 years ago, William Oliver has built a private wealth advisory team at Wells Fargo Advisors by bringing together key professionals and financial advisors who provide innovative and comprehensive solutions to clients. As a Private Wealth Financial Advisor, Bill develops and implements a customized approach for building wealth through goal-based planning and sophisticated investment strategies.

Bill began his career in 1996 as a financial advisor with Prudential Securities. Subsequently, he spent seven years at Merrill Lynch before moving his practice to Wells Fargo Advisors in 2006. By combining best practices gained through his extensive experience with the resources of Wells Fargo Advisors, he has created a private wealth advisory and client service approach that seeks to exceed clients’ expectations year after year.

Throughout his career, Bill has earned numerous awards and acknowledgements. His most recent accolades include being named among Barron's[1] Top 1,200 State By State Advisors annually from 2015 to 2023, Forbes Top 250 Wealth Advisors from 2019-2023[2], and Forbes Best-In-State Wealth Advisors from 2019-2023. In his free time, Bill is very involved in the Charlotte community and Moments of Hope Church. He supports numerous local charitable organizations, including The Relatives, Roof Above, Good Fellows Club, Allegro Foundation, Cystic Fibrosis Foundation, Youth Commission International, Charlotte Rescue Mission, Dove's Nest and The Mint Museum. Bill lives in the Myers Park area of Charlotte with his wife, Emily, and two children, Brooks and Eva Jane.

CA Insurance License: 0I22385
Resident State: NC


[1] The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was use for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

[2] The Forbes Best-in-State Wealth Advisors and Top 250 Wealth Advisors (AKA Top Wealth Advisors) ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Paul is a Senior Financial Advisor for the Oliver team, and he focuses on getting a clear understanding of the current financial situation, goals and risk tolerance of his clients before making investment recommendations. He started his career in the financial services industry in 1997 with First Union. Through dedication and commitment, he continued to service his clients through the mergers of First Union Securities, Wachovia Securities and Wells Fargo Advisors. Most recently, he has been an integral part of the growth and expansion of The Oliver Private Wealth Management Group of Wells Fargo Advisors since 2010.

Paul received his bachelor’s degree with a concentration in business finance from Winthrop University. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, which he believes to be an essential resource as he helps his clients pursue their financial goals.

Outside the office, Paul loves spending time with his wife, Caroline and newborn son, Ryan. Paul also participates in many civic and community organizations, including the American Heart Association, the Men’s Shelter and the Association of Estate Planners, and he is a devoted member of Myers Park United Methodist Church.

CA Insurance License: 0I31294
Resident State: NC

As a Financial Advisor, Thomas provides expertise and guidance to help clients develop and maintain properly diversified portfolios right for their investment objectives. He joined the team in 2006 after graduating from Florida State University with a bachelor’s degree in finance and real estate and a minor in applied economics.

Outside the office, Thomas is a benefactor for the United Way of Central Carolinas and the Arts and Science Council. He is also a member of the Florida State Seminole Boosters, and he enjoys golfing, tennis and fishing in his spare time.

CA Insurance License: 0I25230
Resident State: NC

Thomas has worked as a Financial Advisor since joining the team in 2010. By focusing on each client's unique needs, he develops strategies designed to help them reach well-defined goals. He graduated from Florida State University with a bachelor’s degree in finance and accounting.

Within the local community, Thomas is involved in a number of civic organizations, including the First Tee of Charlotte Young Professionals and Habitat Young Professionals of Charlotte. In his free time, he enjoys playing golf and traveling with friends and family.

CA Insurance License: 0I25147
Resident State: NC

With more than 20 years of experience in financial services, Matt is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Matt graduated from Virginia Tech in 1994 with a degree in Finance and worked as a Financial Advisor with Prudential Securities. In 1999, Matt joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in Virginia for 2 years and then moved his financial practice to Charlotte, NC in 2001. Away from the office, Matt is an active member of his church, and a proud member of F3 Nation. As part of the local F3 Metro outreach efforts, Matt enjoys tutoring at Billingsville Elementary School and volunteering at the North Tryon Street Men's Shelter. He also enjoys playing golf and attending live music shows with his wife, Ashley.

CA Insurance License: 0G15139
Resident State: NC

Chris moved to Charlotte in 2020 and joined The Oliver Private Wealth Management Group shortly thereafter. He formerly worked as a Wells Fargo Advisor in the Chapel Hill/Durham market, and spent several years as a member of the Portfolio Management team at BB&T Wealth. He enjoys working with clients to develop personalized investment strategies that target their specific goals and financial needs.

Chris holds a master’s degree from the Babcock Graduate School of Business at Wake Forest University, and a bachelor’s degree from UNC Chapel Hill where he studied economics. Away from the office, Chris enjoys spending time with his wife and indulging in his favorite hobby of woodworking.

CA Insurance License: 4081935
Resident State: NC

Danielle is a Senior Registered Client Associate with Wells Fargo Advisors in Charlotte, NC. She has been with Wells Fargo & Co. since 2006. Backed by more than a decade of experience, Danielle is dedicated to helping high-net-worth clients meet their financial needs. She believes in delivering vastly personal service with a continued focus on the total client experience.

Prior to joining Wells Fargo Advisors, Danielle was a Client Associate with Merrill Lynch where she began her career in the financial services industry in 2001. In that role, she was responsible for the development of new and existing affluent client relationships that included working with several different Financial Advisors. She then joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in 2006 with The Oliver Private Wealth Management Group.

Danielle is originally from Syracuse, NY. She received a bachelor of business administration degree with a concentration on management from the University of Phoenix. She enjoys spending time with friends and family, traveling, and running.

Dylan joined the Oliver Private Wealth Management Group in October 2019. He began his career in the financial services industry with Wells Fargo Community Banking in 2013 after obtaining his bachelor’s from the University of South Carolina-Aiken.

Dylan is originally from Aiken, SC, but has lived in the Charlotte area since 2014. He is a travel enthusiast and avid “foodie” always on the hunt for the best restaurants in Charlotte and abroad.

Taylor joined the Oliver Private Wealth Management Group in May 2021. He began his career with Wells Fargo Advisors in December 2019 as a Trading Services Representative after graduating from the University of North Carolina at Chapel Hill with a bachelor’s in Economics and Political Science.

Taylor was born and raised in Charlotte in the Ballantyne area. In his free time he enjoys spending time with friends and family, being outdoors, and watching the Panthers and Tar Heel Athletics.