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Wealth Management AdvisorManaging Director - Wealth Management560 LEXINGTON AVENUE
Floor No. 02,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Managing Director-Wealth Management
Managing Director - Wealth Management
Analyst - Bus Development
Registered Client Associate
Associate Client Rel Mgr
The Olson Group is a six person team that offers an intimate boutique client experience with the unparalleled capabilities of Bank of America Merill Lynch. John holds the title of Managing Director-Wealth Management for The Olson Group. He has been with the firm since 1980. 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. John emphasizes the importance of not only a sustainable cash flow but growing cash flow for client's spending needs or for reinvestment. Clients have entrusted the Olson group with $2.2 billion in client balances as of April 2016. John is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. 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 CounselorSM, 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.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 business development and investment analyst research support for the team. 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. Dalia is a relationship manager working closely with families to ensure the best service and administration. 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. Ashley is also a relationship manager who works closely with a group of clients delivering exceptional one-on-one experiences. Jim O'Grady is a fully Registered Client Associate with The Olson Group. Before joining Merrill Lynch, Jim worked at ING Financial Partners and Olympia Asset Management. Prior to joining the group, he worked 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. Jim is also a relationship manager who works with families and individuals regarding any administrative needs. *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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