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Davis Oliver

Meet Davis Oliver, Wealth Strategist

Davis is a Wealth Strategist. Davis got his start working in the private equity space as an analyst. Davis works with our clients to educate them on wealth building alternatives with a focus on strategic tax savings planning. Davis currently works closely and consults with our clients and our strategic tax team.

Davis is a graduate of The University of North Carolina at Chapel Hill, earning a degree in economics with a minor in entrepreneurship.

Davis is a devoted triathlete who enjoys competing at the highest level and he has achieved high ranking results as well as qualifying for and competing in, the IRONMAN 70.3 World Championship.

License No: 20255400

davis oliver


Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to optimize your assets and create a tax-advantaged lifetime retirement income and a Tax-Free legacy.