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Will J

Senior Wealth Manager

Olistico Wealth

United States, Oklahoma, Tulsa

About Me

My passion for helping people with their finances began with my father, who worked in the financial industry and inspired me to pursue this career path. I am grateful to be able to make a difference in my clients' lives, helping them alleviate financial stress and achieve their goals. Working in a team environment at Olistico Wealth keeps me motivated, and I am constantly inspired by my colleagues' successes and the ways we are collectively helping our clients. The financial industry is constantly evolving, and I find this exciting as we always strive to improve and provide the best service possible. I earned my Bachelor's degree in Entrepreneurial Management from Texas Christian Universi

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Profile Information

Senior Wealth Manager

Olistico Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Tulsa

Oklahoma

United States

Feb 23, 2025

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