John Olson
John Olson is Managing Director and Wealth Management Advisor in The Olson Group at Merrill Lynch Private Wealth Management. John divides his time between his two fully-staffed offices in New York and Florida to support his teams’ mission of providing high-touch, in-person service to clients and multiple generations of their families. He leads his team in the process of diversification through allocation, continued management, and optimized estate transfer. John has over four decades of financial services experience. He has extensive experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Prior to joining Merrill Lynch in 1980, he spent three years in the audit and tax departments at PricewaterhouseCoopers.
John Olson Professional Experience / Academic History
Professional Experience
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Managing Director and Wealth Management Advisor
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Auditor
Academic History
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Bachelors Degree
THE OLSON GROUP
The Olson Group at Merrill Lynch aims to provide a sophisticated, boutique private wealth experience.
As the team’s lead strategist, John delivers personalized attention and proactive portfolio management to help clients design and implement tailored strategies.
A proponent of long-term planning, he believes that there is no substitute for a carefully considered, disciplined investment approach grounded in research and industry analysis.
RECOGNITION
Forbes America's Top Wealth Management Teams: Private Wealth, 2022-2024
Forbes America's Top Wealth Advisors, 2016-2023
Forbes Best-in-State Wealth Advisors, 2018-2023
Barron's Hall of Fame, 2019
Barron's Top 100 Financial Advisors, 2003-2018
MEDIA