You have many choices when it comes to managing your wealth. That's why we work hard to get to know you and take time to build an ongoing relationship with you. We are committed to providing you with a high level of personalized service that you can rely on. When you become a client of William Oliver, Senior Financial Advisor and Managing Director - Investments, you'll be paired with a Relationship Manager — an experienced professional who learns your needs and aspirations, and customizes solutions to help you achieve your financial goals.
Everyone's goals are deeply personal and diverse. As we work with you to create a fully integrated and personalized plan, we will draw on an extensive pool of knowledge and insight. This insight comes from years of experience working with a broad range of wealth management needs. Whether your concerns center on an investment strategy to get you where you want to be, selling a business, leaving a legacy or planning for future generations, you can rely on us to help you develop a solution just right for you.
Resources for Your Financial Needs
Your Financial Advisor can provide access to affiliates of Wells Fargo who engage in an ongoing dialog with you and your chosen advisors to help make sure you're on track with your goals.
In addition to the above resources, we also have access to specialists from other Wells Fargo lines of business.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors a separate non-Bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Wealth Management Investments & Fiduciary Services provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Trust services available through Banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Insurance products are offered through non-bank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A.(NMLSR ID 399801). Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.