Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Oliver Owens

First Vice President–Wealth Management

Oliver brings 25 years of wealth management and financial planning experience to the people he counsels. Having begun his career as a financial advisor at E.F. Hutton in 1985, Oliver then spent nearly twenty years at Merrill Lynch in Ann Arbor as a Senior Financial Consultant, before attaining his current position at UBS. Throughout his professional career Oliver continued to further his knowledge of the financial industry by earning designations as a Certified Financial Manager and a Certified Retirement Planning Counselor.

Accomplishments

  • Appointed Syndicate Coordinator and put in charge of training new financial consultants at Merrill Lynch
  • Executive, President, and Chairmans Club member while at Merrill Lynch

Personal & Community

  • Played on three Big Ten Conference Championship Tennis teams for The University of Michigan, captained 1977-1978 team
  • Winner of Fielding H. Yost Award for Academics, Athletics, and Leadership
  • Big Ten Coach of the Year for 1983-1984 season
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • BA with completed MBA coursework, University of Michigan

Credentials

  • Chartered Retirement Planning Counselor
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1884

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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