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Olivia Martin
Olivia Martin
Senior Vice President - Investments, Financial Advisor, CRPC® | Wells Fargo Advisors
Tulsa, Oklahoma, United States
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.
Olivia Martin
Work Experience
Senior Vice President - Investments, Financial Advisor, CRPC® at
Wells Fargo Advisors
January 2007 - Present
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
*************@wellsfargoadvisors.com
*************@wellsfargo.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG