About

Working with Us  

Meet Our Team

  • William Oliver
    William Oliver

    William Oliver

    Private Wealth Financial Advisor
    Managing Director - Investments

  • Sunshine Edsall
    Sunshine Edsall

    Sunshine Edsall

    WM Senior Registered Client Relationship Associate

  • Dana Heath

    Dana Heath

    Client Associate

    Dana is a Client Associate that joined Wells Fargo Advisors and Bill Oliver’s Team in the winter of 2019. Before joining the team, Dana served in several roles within the retail bank beginning with First Union Bank in 1996 and transferred into the Wells Fargo Private Bank in 2013. With 23 years of customer service in the financial industry, Dana takes great pride in delivering an exceptional client experience.

    Dana is a native Charlottean and even though she now lives in Kannapolis, NC with her two children, she still loves Charlotte and all that it has to offer. Dana attended Appalachian State University where she graduated in 1990 with a Bachelor of Science degree. During her spare time, Dana enjoys entertaining and cake decorating, playing with her dogs and traveling with friends and family.

  • Kathryn Jacobs

    Kathryn Jacobs

    Registered Client Associate

    Kathryn joined Bill Oliver, Senior Financial Advisor, and his team 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.

  • 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 Bill Oliver, Senior Financial Advisor and his team at Wells Fargo Advisors.

    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.

  • Thomas McRae
    Thomas McRae

    Thomas McRae

    Senior Financial Advisor
    First Vice President - Investments

  • Paul Sercer
    Paul Sercer

    Paul Sercer, CFP®

    Financial Advisor
    Vice President - Investments

  • Thomas McCormick
    Thomas McCormick

    Thomas McCormick

    Financial Advisor

  • 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 Bill Oliver, Senior Financial Advisor

    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

    Registered Client Associate

    Taylor joined Bill Oliver, Senior Financial Advisor and his team 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.

FINRA's BrokerCheck Obtain more information about our firm and its financial professionals