Matt Olson
Managing Director, Wealth Management Advisor
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matt Olson
I love learning about people and their stories. One of my life missions is to positively…
Experience
Wealth Management Advisor, Managing Director
Sep 2001 — Present
Education
Miami University
Bachelor's Degree
1991 — 1995
St. Xavier High School
High School
1987 — 1991
Skills
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Services
- 401k
- Series 7
- Customized Wealth Planning
- Portfolio Management
- Wealth Management
- College Education Planning
- Portfolio Management and Investment Stratgies
- Estate Planning Services
- Wealth and Retirement Planning
- Retirement Planning
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