Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in pursuing their long-term financial goals. By building long-term trusted relationships with his clients, Jay is in a position to guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that will provide for the financial wellness and unique goals of each client. “My commitment to my clients is to work towards being completely devoted to your financial success and to care more about you and your future than anyone else outside of your family.”
Jay works with clients in all stages of life with specialties in IRA and retirement planning. The challenges of implementing a long-term retirement plan that will provide a life time inflation adjusted income requires a unique understanding of the investment markets, IRA rules, tax considerations and the unique circumstances associated with living through an extended retirement that could last twenty or thirty years.
Jay began his financial services career in 1990 after a successful career in business management. A graduate of Arkansas Tech University with a double major of Economics & Finance and Business Administration, Jay has completed professional programs, advanced courses, and rigorous examinations to receive his credentials for Chartered Mutual Fund Counselor from the Institute of Wealth Management in Denver, Colorado. He also received his fellowship from the National Association of Life Underwriters in Bethesda, Maryland, as well as his certification in Long-Term Care by The Corporation for Long-Term Care Certification in Newton, Massachusetts. Jay holds his Series 7, 63 and 65 securities registrations and his Group 1 insurance license.
Alisa Hutchins serves as Client Services Specialist meeting the needs of the clients of Financial Advisor Jay Oliver. Alisa facilitates and schedules meetings, client reviews, account reporting and client service requests.
Alisa sees her primary role as one of a relationship facilitator working to make the financial advisor/client relationship a more personal one. She strives to insure that the experience is a positive one built on trust and open communication. “Our goal is to build long-term trusted relationships.”
Alisa holds her Series 7 and 63 securities registrations and her Group 1 insurance license. She began her financial services career in 2003 after many years as a stay at home Mom. Alisa continues her financial education by attending many industry schools and conferences including the Morningstar Investment Conference, Ed Slott’s IRA school and the Harry Dent Demographic School. She is a non-producing registered representative of Cetera Advisor Networks LLC
Meredith Oliver is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Meredith is no way related to Cetera Advisor Networks LLC or its registered representatives.