Kelly Oliven
Vice President, Senior Wealth Planner
About Kelly
Kelly Oliven works with high-net-worth families, business owners, and corporate executives on issues such as retirement planning, strategic asset allocation, estate planning, risk management, and tax efficiency. Prior to her role as a wealth planner, Kelly served as an investment associate to a high-net-worth and institutional portfolio management team at William Blair. Previously, she was a trust analyst in the Asset Consulting Group at Kidder Peabody in Chicago. In addition to holding the CERTIFIED FINANCIAL PLANNER™ designation since 1998, Kelly is a Chartered Financial Consultant®, Certified Wealth Strategist®, Accredited Asset Management Specialist (AAMS), and a member of the Chicago Estate Planning Council and Financial Planning Association.
Professional Recognition and Awards
- Money’s Best Financial Planners, 20241
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.