Founder and Managing Partner
I love that we bring world-class institutional wealth management strategies to individuals, so our clients can reap the benefits.
With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing—the financial success of its clients.
Brandon’s interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.
In May of 2003, Brandon was recruited to work with Banc of America Investments. During his years at BAI, he learned to navigate the lending the world as well as the investment landscape. Brandon built a successful practice before coming back to Morgan Stanley in March of 2010. He spent 6 more successful years with Morgan as an independent advisor and as head of the Ridge Group before forming Oliver Wealth Management in 2016.
Brandon was raised in Perry Hall and currently lives in Fallston, Maryland. He is a member of Baltimore Country Club. Brandon enjoys coaching his two children in 3v3 soccer tournaments and watching them compete at the highest levels. He and his wife Carlye enjoy investing in their children’s passions which includes soccer for Logan and tennis for Natalie.