About

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Meet Our Team

  • William Oliver
    William Oliver

    William Oliver

    Private Wealth Financial Advisor
    Managing Director - Investments

  • Matt Crowder
    Matt Crowder

    Matt Crowder

    Financial Advisor
    First Vice President - Investments

    Matt is a Financial Advisor dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

    With experience in financial services dating back to 1994, Matt began working as a financial advisor with Prudential Securities after graduating from Virginia Tech with a degree in finance. He later joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in Virginia before moving his practice to Charlotte in 2001, where he is now with The Oliver Private Wealth Management Group.

    Away from the office, Matt is an active member of his church and volunteer at his children’s school. He enjoys playing golf and spending time with his wife and their three children.

  • Paul Sercer
    Paul Sercer

    Paul Sercer, CFP®

    Financial Advisor
    Vice President - Investments

    Paul is a Financial Advisor for the 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 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 likes to participate 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.

  • Thomas McCormick
    Thomas McCormick

    Thomas McCormick, CFP

    Financial Advisor

  • Sunshine Edsall
    Sunshine Edsall

    Sunshine Edsall

    WM Senior Registered Client Relationship Associate

  • Danielle Hamberger
    Danielle Hamberger

    Danielle Hamberger

    WM Senior Registered Client Relationship Associate

    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.

  • Taylor Wade
    Taylor Wade

    Taylor Wade, AAMS

    Registered Client Associate

    Taylor joined The Oliver Private Wealth Management Group in the spring of 2014. Originally from Myrtle Beach, SC, Taylor moved to Charlotte, NC in 2010 to attend Queens University of Charlotte, where he received a bachelor of arts in psychology and communication.

    Prior to joining Wells Fargo Advisors, Taylor served as a data analyst intern and research assistant at Queens. In his free time, Taylor enjoys golfing, running, and spending time with friends and family.

  • Kathryn Jacobs

    Kathryn Jacobs

    Registered Client Associate

    Kathryn joined The Oliver Private Wealth Management Group in September 2018. Prior to joining Bill’s team, she was a Service Manager in Wells Fargo & Company’s Charlotte market. Kathryn started her career with Wells Fargo Community Bank in 2014. She graduated from St. Bonaventure University in the spring of 2014 with a Bachelor of Business Administration in Finance.

    Kathryn is originally from Rochester, NY, and while visiting the area decided to move to Charlotte after she graduated college. Kathryn enjoys being active with her golden retriever and spending time with friends and family.

  • Dylan Paradise

    Dylan Paradise

    Registered Client Associate

    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.

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