About Our Team
Brandon Oliver, Founder and Managing Partner
With over 17 years of experience, Brandon has learned that regardless of the size of the company or the investment portfolio, clients want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias and genuinely focused on one thing—the financial success of its clients.
His interest in finance and investing began in college as he embarked on a variety of business classes. His entrepreneurial spirit and desire to build led him into the brokerage business. Brandon has always been fascinated with the changing landscape and how no two days are ever the same. Brandon credits is father, Richard, for instilling the belief that he can be successful against enormous odds. The experience reinforced his desire to pursue a career in finance.
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 a 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.
Lisa Nassner, CFP®
Lisa brings more than two decades of experience in the financial services industry to Oliver Wealth Management. She is the first person most clients talk to when they call into the office. Lisa is responsible for ensuring that the client service is the best. She assists the advisor team with financial planning, completion of client paperwork, and transactions and interacts daily with the custodial and broker dealers and their platforms to make sure that transactions are accurate.
Lisa earned her undergraduate degree from the University of Baltimore with a concentration in Finance. She later obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2008.
Lisa lives in Towson, Maryland with her husband Michael and cat – Baboo. In her free time, Lisa enjoys cooking, gardening and raising freshwater fish.
Contact Oliver Wealth Management
Oliver Wealth Management offers Securities through American Wealth, an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through Hayden Royal LLC. American Wealth and Hayden Royal LLC are not affiliated companies. Oliver Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.