Caroline S. Oliver

CFA, CFP®, AEP®, Portfolio Manager

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Caroline serves as a Portfolio Manager at Palladium. She has extensive financial  acumen through experience in brokerage, trust, banking, and investments. Having retired from Bank of America she brings a wide perspective of experience to our firm. Holding an undergraduate degree from Elizabethtown College in Pennsylvania, she studied at the University of Strasbourg France and obtained a Master of Business Administration from Old Dominion University. She also holds the Chartered Financial Analyst, Certified Financial Planner, and Accredited Estate Planner designations.

Caroline resides in Virginia Beach with her husband. She serves her community through several affiliations.

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Caroline’s Contact Information:

contactwatermarkOffice: 757.305.1500
Direct: 757.305.1530
Toll Free: 866.495.6498
Fax: 757.305.1538

 

Email Caroline: [hide_email csoliver@palladiumllc.com]

 

CarolineO

 

Community Involvement

Financial Planning Association
of Hampton Roads
Member

Hampton Roads Estate
Planning Council
Board of Directors

Lake Taylor Transitional Care
Hospital Foundation
Board of Directors

United Way of South
Hampton Roads
Women’s Leadership
Council Member