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

Senior 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
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • 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

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

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UBS is a leading and truly global wealth manager

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