Bolas Moves his Practice to Wells Fargo Advisors Financial Network

CLEVELAND, OH / ACCESSWIRE / June 13, 2024 / Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner. Bolas will be based in Oxford Harriman's Westlake, Ohio office. Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville.

Bolas is a distinguished financial advisor whose career in the financial services sector commenced in 2002 with American Express Financial Advisors, presently known as Ameriprise Financial, Inc. (NYSE: AMP). As a former District Manager, Bill played a crucial role in growing the business and fostering the training and advancement of emerging advisors. In 2009, Bill returned to client-focused role, allowing him to directly apply his extensive knowledge and expertise in wealth planning and investment management. As of present writing, Bill's practice stewards more than a quarter billion of assets under management on behalf of his clients.

"When I first sat down with Bill, I was struck by his knowledge and dedication to his clients, and his commitment to being a world-class financial advisor," said Kent Whitaker, President of Oxford Harriman & Company. "His command of the issues facing investors is most impressive and we are all very excited that he is now part of our team."

Bolas creates and implements customized goals-based strategies for wealthy individuals, families, and institutions. Bill's advisory practice specializes in comprehensive investment planning and encompasses several areas, including retirement and education planning, tax advantage strategies, banking, trust and estate planning strategies, and asset preservation.

Bolas said about his move to become a Senior partner at Oxford Harriman & Company, "The assembled team and structure of Oxford Harriman made the move for us compelling. Following a lengthy and thorough due-diligence process, including review of competitor platforms, we felt Oxford Harriman provided the right structure to scale and grow our practice while adding additional support resources for the benefit of our clients."

Bill graduated with a bachelor's degree in business administration from St. Bonaventure University, with a dual major in accounting and finance. Bill's commitment to continuous learning is demonstrated by his attainment of the Chartered Retirement Planning Counselor℠ designation. Bill's excellence as a financial advisor has been recognized by Wells Fargo Advisors, earning him the Platinum Council distinction consecutively from 2018 to 2023 and the Saphire status in the 2024 Platinum Council. *

"We couldn't be more thrilled about Bill joining our team," stated Dennis Barba, CEO of Oxford Harriman & Company. "Bill is a seasoned professional and is very process driven. "The attention he pays to his clients, and his service model is among the very best we have seen."

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue and are defined as follows: Diamond - Top 25 Financial Advisors, Ruby - Top 2% (including Diamond recipients), Emerald - Next 5%, Sapphire - Next 8%, Pearl - Best Practice Adopters with a minimum production $750k.

About Oxford Harriman & Company:

Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the practice provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland, OH, Chagrin Falls, OH, Westlake, OH, Mentor, OH, Lorain, OH, Chicago, IL, Detroit, MI, Boston, MA, Manhattan, NY, Astoria, NY, Buffalo, NY, Syracuse, NY, Kingston, NY, Albany, NY, Short Hills, NJ, Fairfield, NJ, Cherry Hill, NJ, Margate, NJ, Philadelphia, PA, Collegeville, PA, Wilkes-Barre, PA, Clarks Summit, PA, Newport News, VA, Bluffton, SC, and Sarasota, FL.

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Oxford Harriman & Company is a separate entity from WFAFN.

©2024 Oxford Harriman & Company. All rights reserved.

Media Details

Company Name: Oxford Harriman & Company
Mail: dennis@oxfordharriman.com
City & Country: Cleveland, USA
Website: https://oxfordharriman.com/

SOURCE: Oxford Harriman & Company