Ted Oliver
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ted Oliver
Financial Advisor at Morgan Stanley - Sept 2014 Personalized wealth management strategies to help clients prepare for a successful financial future. Reaching goals and continued monitoring to stay on course with investments and cash management needs. Financial Advisor with Edward Jones. July 2010 - Sept 2014 Founded a start-up swimming pool remodeling and service company. District Manager for Wal-Mart Stores, Inc in Central Oregon and Houston, TX for 6 years with direction of 10 Super Centers and 4600 Associates. Responsibilities: Market analysis, Sales and Market growth, Profit growth, direction and guidance for all operational functions. Store Manager for Wal-Mart Stores, Inc for 12 years in Houston, TX. Recipient of \"Regional Super Center of the Year.\" Responsible for driving execution to the very best in food and merchandise along with high standards and great customer service. Experience: Managing wealth for retirement, living or legacy needs. Driving sales and profit growth. Impacting the lives of those on my team with a positive force. Driving Operations to the very best.
Experience
Financial Advisor
Sep 2014 — Present · The Woodlands, TX, US
I help my clients create a realistic, holistic strategy that integrates the various aspects of their financial life, including their investments and cash management needs.© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 13•••88
Education
Murray State University
BS, Agriculture, Economics
1978 — 1980
Mississippi State University
Agriculture, Economics
1976 — 1978
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