William Bill Oliver
Founder | Wealth Management Advisor
- Role
- Wealth Management Advisor at Mission76 Wealth Management
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About William Bill Oliver
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies
Experience
Wealth Management Advisor
Jan 2021 — Present · Buffalo, NY, US
As a Wealth Management Advisor, my goal is to understand the financial security needs of an individual or business and determine the most appropriate methods to address those needs. While utilizing the experienced team at Mission 76, I strive to build a relationship that will not only uncover financial security needs that can be addressed immediately but anticipate needs that may be addressed throughout the life of our relationship.
Education
Tompkins Cortland Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
2010 — 2011
University at Buffalo
Bachelor’s Degree, Business Administration and Management, Finance
2011 — 2013
The American College of Financial Services
Financial Planning and Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.