Private Wealth Financial Advisor
Managing Director - Investments
Since joining the financial services industry in 1996, William Oliver, a Private Wealth Financial Advisor and Managing Director – Investments, has built a private wealth advisory team at Wells Fargo Advisors, bringing together a group of key professionals and financial advisors to provide innovative and comprehensive services 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* "Top 1,200 Advisors" annually from 2010 to 2021. In his free time, Bill is very involved in the Charlotte community and Moments of Hope Church. He supports numerous local charitable organizations, The Relatives, Roof Above, the Good Fellows Club, the Allegro Foundation, the 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 and two children.
CA Insurance License: 0I22385
Resident State: NC
*Barron's Top 1,200 Advisors - Barron's Magazine - The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.