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Brian T Olmo
Senior Vice PresidentPrivate Wealth Manager
Merrill Lynch
Wealth Management
Developing a complete understanding of my client’s priorities and needs serves as the foundation of my advice and guidance. I help my clients achieve their life ambitions through thoughtful and proactive planning around all life stages.
Profile
Brian began his finance career in 2006 and has advised clients at Merrill for over 13 years. He designs sophisticated wealth management strategies for successful individuals and families through a disciplined process tailored to each client’s unique needs. Utilizing his experience across financial markets, Brian provides personalized advice on integrated wealth and estate planning strategies, liability and tax management, and concentrated stock strategies. He was named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022(Published on August 3, 2022. Rankings based on data as of March 31, 2022).*
Brian is dedicated to forming collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, designed to ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. Brian and his team are committed to a standard of service and convenience that removes complexity from his client’s lives, so they can focus on other important endeavors.
Prior to joining Merrill, Brian was an investment banking analyst at Citigroup Global Markets where he advised private equity firms and Fortune 500 companies on leveraged buyouts, IPOs, and other M&A related transactions. Brian is a Magna Cum Laude graduate of California Polytechnic State University, San Luis Obispo, where he received a B.S. in Business Administration with concentrations in Finance and Accounting.
After many years in San Francisco, Brian and his wife now live in Tiburon with their two children. They enjoy the outdoors, entertaining family and friends, and being active in the community.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeralyn Seiling
Wealth Strategist
Merrill
Sonny Chan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #693456
Tony Dadci
Wealth Management Banking Specialist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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