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John Olson

Managing Director, Wealth Management Advisor

John Olson is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, leading The Olson Group with a commitment to providing personalized wealth management and estate planning services.

The Olson Group offers boutique-style service to high-net-worth investors such as corporate executives, multi-generational families, and forward-looking organizations, tailoring investment strategies to specific goals and focusing on growing cash flow.

With decades of experienced team members, The Olson Group employs highly customized strategies for managing client wealth, emphasizing diversification, continued management, and optimized estate transfer.

Utilizing the resources of Bank of America and Merrill Lynch, The Olson Group delivers a boutique-style experience to clients, guided by industry-recognized advisor John Olson, focusing on confident, rational decision making tailored to clients' needs and goals.

John Olson
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Location

New York City Metropolitan Area