Brett Oley, a Co-Founder & Managing Partner of Oley Kinser Concierge Wealth and also a Financial Advisor of Raymond James Financial Services Inc., has built his advisory career on providing holistic wealth management -- creating customized, comprehensive and thoughtful plans and professional money management solutions. Trustworthy and knowledgeable, Brett's early fascination with finance, entrepreneurship, and stewardship has led him to build a team at Oley Kinser Concierge Wealth that works together to guide and educate families on ways to optimize their financial growth potential and preserve their wealth for the future. He specializes in helping business owners, retirees, families, and divorced individuals.
Delivering exceptional client service is second nature to Brett. He is ultra-passionate in his work and takes great pride in knowing all of his clients and understanding their unique needs. He makes every effort to provide friendly and impactful client interactions.
"Our mission is to build an innovative wealth management practice that not only continuously improves, but also helps provide value-creating solutions for our clients – all the while enjoying what we do," Brett said. "We thoughtfully work with each family to sincerely understand their needs and strive to make sure they are met with plans expertly customized to them."
Brett's advisory career began with UBS in 2006. He joined the independent contractor division of Raymond James in 2017.
"Raymond James allows us the independence to more successfully create a positive client experience and also take care of our team, so that we can reach our full potential," Brett said.
Brett graduated with a Bachelor's Degree with a double major in Finance and Management (New and Small Business Concentration) from Georgetown University in 2004 and earned an MBA from the University of Florida at Gainesville in 2013.
An Accredited Wealth Management Advisor, Chartered Divorce Financial Analyst, Chartered Retirement Planning Counselor, and a CERTIFIED FINANCIAL PLANNER™ practitioner, Brett holds Series 7, 9, 10, 31 and 66 securities licenses and is also life, health and variable annuity insurance licensed.
In 2020, Brett co-authored (with business partner Ryan Kinser) the book “Pillars of Planning: An Essential Guide to Help Grow and Protect Your Wealth.” The book covers an array of wealth management topics – providing value-added knowledge to the reader.
Brett hails from Vermilion, Ohio, a suburb of Cleveland situated on the south shore of Lake Erie. A Florida resident since 2006, Brett and his two beautiful children live in Naples with their French Bulldog “Atlas” and tabby cat “Oasa.” Beyond time with family and friends, Brett enjoys exercising, reading, fishing, traveling, and always learning new things!
We thoughtfully work with each family to sincerely understand their needs and strive to make sure they are met with plans customized to them.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.