About

Since joining the financial services industry over 25 years ago, William has built his team by bringing together 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 as a financial advisor with Prudential Securities. He then 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.

Bill lives in the Myers Park area of Charlotte with his wife, Emily, and two children, Brooks and Ava Jane. He is very involved in the Moments of Hope Church and supports numerous Charlotte-area charitable organizations, including The Relatives, Roof Above, Good Fellows Club, Allegro Foundation, Hope Out Loud, Charlotte Rescue Mission, Dove's Nest and Youth Commission International.

CA Insurance License: 0I22385
Resident State: NC

Paul focuses on getting a clear understanding of the current financial situation, goals and risk tolerance of his clients before making investment recommendations.

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

Paul started his career in the financial services industry in 1997 with First Union and continued to service his clients through the mergers of First Union Securities, Wachovia Securities and Wells Fargo Advisors. He has been an integral part of the growth and expansion of The Oliver Private Wealth Management Group of Wells Fargo Advisors since 2010.
 
Outside the office, Paul loves spending time with his wife, Caroline, and their son and daughter. He supports 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

Thomas is a seasoned financial advisor with more than 20 years of experience guiding individuals and families through complex investment decisions. As Managing Director – Investments, he brings a disciplined, long-term approach to wealth management & multi-generational planning, grounded in deep market knowledge and thoughtful risk management.

Clients value Thomas for his unwavering loyalty, honesty, and candor. He is known for providing clear, direct advice and for maintaining a steadfast commitment to his clients’ best interests—especially during periods of market uncertainty. His practice is built on trust, transparency and enduring client relationships.

Outside of his professional life, Thomas is happily married to his wife, Alexa, and is a proud father to two children, Luca and Sophia. He enjoys staying active through tennis and weightlifting, pursuits that reflect his belief in discipline, consistency and continuous improvement.

Above all, Thomas is guided by his faith and his dedication to family, principles that shape both his personal life and the way he serves his clients.

CA Insurance License: 0I25230
Resident State: NC

With a sharp, experienced focus on client needs, Thomas develops personalized strategies designed to help individuals and families achieve their financial goals.

He earned his bachelor’s degree in finance and accounting from Florida State University and has worked as a Financial Advisor since joining the Oliver Private Wealth Management Group of Wells Fargo Advisors in 2010. Thomas has also earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, reflecting his commitment to professional excellence and comprehensive investment planning strategies.

Outside of work, Thomas enjoys playing golf and spending time with his wife, Lauren and their twin sons, Mack and Walker.

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, later joining Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in Virginia for 2 years before moving his financial practice to Charlotte 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

John brings his background of over 25 years in wealth management experience to the Oliver Private Wealth Management Group of Wells Fargo Advisors, pairing his planning and investment insights with a deep understanding of what matters most to his clients.

He received his bachelor’s degree from Belmont Abbey College and began his career in financial services in 1996 as a Private Banker with First Union. He continued to service his clients through the mergers of First Union, Wachovia, and Wells Fargo. John has also earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards.

John is a parishioner of St. Matthew Catholic Church and has served on the Board of Trustees for the Urban Ministry Center of Charlotte, an interfaith organization that focuses on providing resources to the homeless. He has also served on the Board of Directors for Junior Achievement of Central Carolinas. In his free time, he enjoys playing golf and hiking.

CA Insurance License: 6615661
Resident State: NC

Chris enjoys working with clients to develop personalized investment strategies that target their specific goals and financial needs.

He 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.

Chris worked as a financial advisor in the Chapel Hill/Durham Wells Fargo Advisors market and spent several years as a member of the Portfolio Management team at BB&T Wealth. He moved to Charlotte in 2020 and joined The Oliver Private Wealth Management Group of Wells Fargo Advisors shortly thereafter.

Outside the office, Chris loves spending time with his wife Tricia and their son. When he can find the time, he indulges in his favorite hobby of woodworking.

CA Insurance License: 4081935
Resident State: NC

Backed by more than two decades 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.

Danielle is originally from Syracuse, NY, and she received a bachelor’s degree in business administration from the University of Phoenix.

Danielle began her career in financial services as a client associate with Merrill Lynch, where she was responsible for the development of new and existing affluent client relationships that included working with several different Financial Advisors. Then, Danielle joined Wells Fargo Advisors in 2006 with Bill Oliver, Private Wealth Financial Advisor and Managing Director - Investments. Over the years, the Oliver Private Wealth Management Group of Wells Fargo Advisors has grown substantially, reflecting a continued commitment to client service and long-term relationships.   

Outside the office, Danielle enjoys spending time with friends and family, traveling, running and participating in a variety of outdoor activities.

CA Insurance License: 0I17879
Resident State: NC

Taylor was born and raised in Charlotte in the Ballantyne area. After graduating from the University of North Carolina at Chapel Hill with a bachelor’s in economics and political science, he began his career with Wells Fargo Advisors in 2019 as a trading services representative.

Taylor joined the Oliver Private Wealth Management Group of Wells Fargo Advisors in May 2021.

In his free time, he enjoys being with friends and family, being outdoors and watching Tar Heel athletics.

CA Insurance License: 4337284
Resident State: NC

Robbie grew up in the University area of Charlotte and obtained his bachelor’s degree at the University of North Carolina at Chapel Hill and his master’s degree in management from the University of North Carolina at Charlotte.

He started his career at UBS as a client service associate and joined the Oliver Private Wealth Management Group of Wells Fargo Advisors in October 2022.

In his spare time, Robbie enjoys watching sports, especially soccer and travelling with friends.

CA Insurance License: 4442584
Resident State: NC

Bryan has over a decade of experience in the financial services industry and previously worked for Bank of America, Charles Schwab & Co., as well as different channels of Wells Fargo Advisors. He joined the Oliver Private Wealth Management Group of Wells Fargo Advisors in September 2024.

Bryan holds a master’s degree from the University of West Florida, and a bachelor’s degree from Florida State University, where he studied finance and economics.

He was born and raised in Central Florida and spent seven years in South Florida prior to relocating to the Charlotte area in 2024 with his wife and daughter. His hobbies outside of work include travel, sports and enjoying time outdoors.

CA Insurance License: 4417808
Resident State: NC

Originally from Raleigh, NC, Will began his career as an intern in various financial industries while he obtained his business administration finance degree from Liberty University. He joined The Oliver Private Wealth Management Group of Wells Fargo Advisors in July 2023.

Away from the office, he likes working out, fishing, surfing and snowboarding. But most of all, Will enjoys spending time with family and friends.

Born and raised in Charlotte, NC, Matthew began his career as an intern in wealth planning strategies while studying finance and economics at the University of North Carolina at Charlotte, where he graduated magna cum laude.

He joined the Oliver Private Wealth Management Group of Wells Fargo Advisors in September 2024.

Outside the office, Matthew enjoys golfing, working out, fishing, watching sports and spending time with family and friends.

CA Insurance License: 4439665
Resident State: NC