1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
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 and 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.
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