Congratulations to William Blair’s Kelly Oliven, CFP®, vice president, senior wealth planner, on being named to Money’s 2024 Best Financial Planners list.
The list highlights 80 financial planners across the U.S., based on experience, ongoing education, and client service, selected from over 1,000 candidates.
“This recognition emphasizes the unique expertise and long-standing commitment William Blair wealth planners provide to our clients,” said Ryan DeVore, William Blair’s head of Private Wealth Management. “Congratulations to Kelly on this wonderful achievement, building upon her over 30 years of dedication to William Blair.”
The Best Financial Planners list is a collaborative initiative between Money and the Financial Planning Association (FPA) to build greater awareness of financial planning among millions of Americans. This is the first year Money and FPA has announced the award.
Oliven works with William Blair wealth advisors and their clients, including high-net-worth families, business owners, and corporate executives. She provides expertise on various issues, like retirement planning, strategic asset allocation, estate planning, risk management, and tax efficiency.
Read important disclosures about this award