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.


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.


  • 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
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV


  • BA with completed MBA coursework, University of Michigan


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

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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