Wesley Oliver, Financial Advisor located in Heath, TX

Financial Advisor
Wesley A Oliver

CEPA®, AAMS®, CKA®
4232 Ridge Road Suite 102, Heath, TX 75032opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Spending Time with Family
  • Running
  • Soccer
  • Traveling
  • Volunteering

Team Members

  • Robin Dollins
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(469) 314-8273

Fax

(844) 814-8961

Office Address

4232 Ridge Road Suite 102
Heath, TX 75032opens in a new window

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