

Barry Oliver
Partner
Thomas Doll
United States, California, Walnut Creek
About Me
Barry Oliver is a wealth advisor at Thomas Doll. He focuses on providing wealth management solutions to successful doctors and other high net worth professionals. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and (tax efficient) charitable giving. Barry is one of the founders of wealth management services at Thomas Doll. He uses a consultative process to gain a detailed understanding of his client's deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply inve
Profile Information
Partner
Thomas Doll
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Walnut Creek
California
United States
May 15, 2024
More profiles to browse

Joe Kalinowski
Senior Wealth Advisor
NG
Nick Gizzarelli
Partner, Retirement Plan Specialist
Dave Harlow
Partner
Jared Nelson
Partner
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors