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Wealth Management AdvisorManaging Director-Wealth Management560 LEXINGTON AVENUE
Floor No. 02,
Wealth Management Advisor
Managing Director-Wealth Management
Analyst - Bus Development
Registered Client Associate
Financial Advisor Trainee
John holds the title of Managing Director-Wealth Management for the Olson group. He has been with the firm since 1980 and recently served as Chairman of the Merrill Lynch Advisory Council to Management, which helps formulate policy for the firm. After graduating from Ithaca College with a Bachelor of Science in Accounting, John spent four years at a Big Four accounting firm in their New York office where he worked in both the Audit and Tax Departments. John's focus at Merrill Lynch is on wealth management services and asset management for high net worth individuals. Clients have entrusted the Olson group with $1.9 billion in client balances as of October 2015. John is a qualified portfolio manager, who in addition to providing traditional advice and guidance, can help clients pursue investment objectives by recommending individual or a combination of Merrill Lynch or approved third-party investment manager's strategies, funds or portfolios. Using the firm's considerable resources, John works with clients in all areas of Wealth Management.John is a frequent lecturer on these subjects and has been featured in several national business publications. He was one of only fifteen financial advisors to have been awarded Barron's "Top 100 Financial Advisors" every year since inception and subsequently be named in the "All-Star Advisors" publication*. * Source: Barron's magazine, October 20, 2014, "All- Star Advisors". Advisors considered for the "All- Star Advisors" had to be listed on the Barron's "Top 100 Financial Advisors" every year since inception. John does not provide tax advice in his current role at Merrill Lynch.
Ray Powers has been working with Merrill Lynch since 1997, after graduating from St. John's University. Ray holds his Chartered Retirement Planning Counselor(sm), CRPC® designation and primarily focuses on the planning needs for high net worth clients via asset allocation strategies and liability management. Ray works extensively on option strategies for clients on hedging concentrated positions as well as income producing option trading. He is currently a founding board member for the North Shore Chapter of UNICO, a Third Degree Knight with the Knights of Columbus and actively involved with the American Legion for Veteran's affairs. Ray currently resides on Long Island with his wife Tania and two children, Alexa and Anthony.Dalia Bubbico is a fully Registered Client Associate with The Olson Group. Before joining Merrill Lynch, Dalia worked at Morgan Stanley Smith Barney and Fidelity Investments. A graduate of Ramapo College of New Jersey, she earned her Bachelor's degree in Business Administration with a concentration in Finance. Ashley Rush is a fully Registered Client Associate with The Olson Group. She began working in the financial services industry in 2009. She completed her education at The College of New Jersey in Ewing, NJ with a Bachelors degree in Communication.Jim O'Grady is a fully Registered Client Associate with the Olson Group. Before joining Merrill Lynch, Jim was a financial advisor at ING Financial Partners and then was a registered representative at Olympia Asset Management. Prior to joinging the group, he worked with within Merrill Lynch for other advisors and assisted the Management Team in training new client associates at Merrill Lynch's Manhattan East Complex. Jim is a graduate of Rutgers University where he earned his Bachelor's degree in Environmental Business Economics. Kyle Olson joined the Olson group in June of 2014 as a Financial Advisor. She graduated from Skidmore College in May 2014 with both a BS in Business Management and a BA in Government. Kyle's focus is on analyst research and account administration support for the team. *Asset allocation does not ensure a product or protect against loss in declining markets.**Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
John Olson is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI
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