Brett Oley

Brett Oley has built his advisory career on providing holistic wealth management. That is, having a written, comprehensive and well-thought-out plan for each family. He specializes in professionally managed money, thoughtful and customized planning and providing exceptional client service. "Our mission is to build an innovative wealth management practice that not only continuously improves, but also helps provide value-creating solutions for our clients – all the while enjoying what we do," Brett said. "We thoughtfully work with each family to sincerely understand their needs and strive to make sure they are met with plans customized to them." Brett's advisory career began with UBS in 2006. He joined Raymond James in 2017. "Raymond James allows me the independence to more successfully create a positive client experience and also take care of my team, so that we can reach our full potential," Brett said. Trustworthy and knowledgeable, Brett's early fascination with finance and entrepreneurship and working closely with people to help meet their needs has led him to work as part of a team to show families better ways to both help grow and preserve their wealth. Brett graduated with a bachelor's degree with a double major in finance and management from Georgetown University in 2004 and an MBA from the University of Florida at Gainesville in 2013. An Accredited Wealth Management Advisor, Chartered Divorce Financial Analyst, Chartered Retirement Planning Counselor and a CERTIFIED FINANCIAL PLANNER™ practitioner, Brett holds Series 7, 31 and 66 securities licenses and is also life, health and variable annuity insurance licensed. He is a finance council board member for Saint Ann Catholic Church and School, past president of the Georgetown Club of Naples and past treasurer of Traditions at Grey Oaks Country Club. Originally from a suburb (Vermilion, Ohio) of Cleveland, Brett and his wife, Melissa, live in Naples with their two beautiful children, one boy and one girl. They have a French Bulldog, "Atlas," and a tabby cat, "Oasa." Beyond time with family and friends, Brett enjoys exercising, reading, fishing and traveling.

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