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Olivia Martin

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Olivia Martin

Senior Vice President - Investments, Financial Advisor, CRPC® | Wells Fargo Advisors

Tulsa, Oklahoma, United States

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Olivia Martin

Summary

Olivia Martin is a seasoned financial professional with over 16 years of experience in the investment sector, currently serving as Senior Vice President at Wells Fargo Advisors. She specializes in asset allocation and retirement planning, holding the Chartered Retirement Planning Counselor (CRPC®) designation, which underscores her commitment to helping clients navigate complex financial landscapes. Olivia's approach emphasizes personalized service, fostering long-term relationships with clients to ensure their investment strategies align with their unique goals and risk tolerance. Her diverse skills include financial analysis, leadership, and public speaking, enabling her to effectively communicate intricate financial concepts. Beyond her role at Wells Fargo, Olivia is passionate about empowering clients to make informed decisions about their wealth management. She is dedicated to continuous professional development and actively seeks innovative strategies in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Olivia Martin

Work Experience

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Senior Vice President - Investments, Financial Advisor, CRPC® at

Wells Fargo Advisors

January 2007 - Present

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Olivia Martin

Education

University of Michigan

Frequently Asked Questions about Olivia Martin

What is Olivia Martin email address?

Olivia Martin's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Olivia Martin work for?

Olivia Martin is a Senior Vice President - Investments, Financial Advisor, CRPC® at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Olivia Martin graduated from?

Olivia Martin holds a degree in from University of Michigan.

How can I directly contact Olivia Martin?

To contact Olivia Martin directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Olivia Martin?

Olivia Martin is a seasoned financial professional with over 16 years of experience in the investment sector, currently serving as Senior Vice President at Wells Fargo Advisors. She specializes in asset allocation and retirement planning, holding the Chartered Retirement Planning Counselor (CRPC®) designation, which underscores her commitment to helping clients navigate complex financial landscapes. Olivia's approach emphasizes personalized service, fostering long-term relationships with clients to ensure their investment strategies align with their unique goals and risk tolerance. Her diverse skills include financial analysis, leadership, and public speaking, enabling her to effectively communicate intricate financial concepts. Beyond her role at Wells Fargo, Olivia is passionate about empowering clients to make informed decisions about their wealth management. She is dedicated to continuous professional development and actively seeks innovative strategies in the financial industry.

Olivia`s contact details

mail

*************@wellsfargoadvisors.com

*************@wellsfargo.com

Colleagues

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Nick Johnson

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Cfp Nick Sondgeroth

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Ryan Lenahan

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Ryan Flurie Cfp

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Ryan Maglio

Vice President, Lead Business Growth Strategy Consultant

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Ryan Moon

Executive Director, Compliance Senior Manager

Ryan Pelhank

Vice President, Senior Compliance Specialist

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Cfp Ryan Johnson

Financial Advisor, Managing Director-Investment Officer

Saleem Sattar

Vice President, BP&CG

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