Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Olivier Martinez is a Financial Advisor and a Senior Portfolio Advisor with Merrill Lynch Wealth Management in Seattle. Olivier looks to create a different kind of client experience, one founded on forward-looking advice, manageable goals, steady progress, and reliable responsiveness. Extremely committed to the clients he serves, Olivier applies a few key principles in his work as an Advisor. First, he looks to be genuinely helpful to the clients he serves, improving their lives in meaningful ways. Second, he appreciates every relationship, valuing each person as an individual, not simply as a client. And third, he offers a non-judgmental approach that strives to help people resolve the challenges of their financial lives, building toward a more secure and thoughtful financial future.
Drawing on his quantitative background, Olivier combines analytical rigor with an intuitive feel for people and their priorities. Patient and generous with his time, he enjoys getting to know clients—what they want to accomplish with their wealth, their financial challenges and concerns, and their questions, large or small. He is gratified to share the knowledge he has gained from more than two decades in wealth management, encouraging people to make consistent strides in embracing the habits and mindsets of successful stewards. His areas of focus include portfolio design, wealth management planning, trust and estate planning services, cash-flow and savings, executive compensation, pre-liquidity-event planning, risk management and insurance evaluation. Motivated by his restless desire to help people, he enjoys working hard for the clients he serves, honored to be a trusted sounding board, a candid confidante, and a single go-to resource for a host of needs.
Olivier has worked as a Financial Advisor in the U.S. since 2014. Prior to joining Merrill in 2020, he served as a Financial Advisor with Waddell & Reed (now the Macquarie Group) in Seattle for more than 5 years. Previously, Olivier owned and ran his own consulting firm in Europe, specializing in risk analysis, in catering to the research and investment needs of asset-management firms and capital markets. Earlier in his career, Olivier served as a Financial Planner in Montreal.
Olivier earned his Bachelor’s degree in computer sciences from the University of Paris XII, a Master’s degree in Financial Management from Skema Business School, and a Master’s degree in Applied Economics from Sciences Po, an international research university in Paris. Committed to professional excellence, Olivier holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification from the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Life Underwriter®, CLU® designation. He is fluent in English and French.
Within Merrill, Olivier holds the Senior Portfolio Advisor title. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Olivier is married and has a son and a daughter. In his free time, he likes to read, play squash, ski, and listen to podcasts that allow him to learn from people who are outstanding in their fields.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & French
University of Nice
University of Paris XII
Sciences Po Paris
Skema Business School
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.
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #695364
Wealth Management Banking Specialist
Merrill
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.