Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia MacDonald is a Certified Financial Planner and Investment Advisor Representative with Oxley Wealth Management, LLC. Olivia has been in the financial services industry since 2014, and has experience working in various roles, including at HealthEquity and Military Money Map. Olivia holds a Series 65 license and is registered with the state of Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
06/28/2024 - Present
Oxley Wealth Management, LLC (COTTONWOOD HEIGHTS UT)
Active
Inactive
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