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Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Oliver joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as a client advisor for high-net-worth individuals for more than 31 years.
In his role as principal, financial advisor for CAPTRUST, Oliver specializes in client advocacy as a fiduciary, reducing financial planning complexities, and building roadmaps that lead to improved financial results for individual investors, foundations, endowments, and corporate retirement plans.
He earned his Bachelor of Science degree in business administration from the University of Alabama. Oliver is married to the former Ginny Dawson. They are the parents of two children.