Website: www.olexyadvisors.com
For nearly a decade, my clients have chosen to work with me because I provide financial solutions built on trust. What this means to you is that I spend the majority of my time focused on client's concerns to ultimately uncover their vision of a fulfilling life. The real benefit is that my clients have confidence and clarity knowing they've addressed their financial concerns in a sound manner.
Professional Services
· Financial Needs Analysis
· Investments
· College Funding
· Products and Services for Retirement Planning
· Fee-Based Managed Accounts
· Estate Conservation Strategies
· Personal and Business Insurance
· Life Insurance
· Long-Term Care Insurance
· Disability Income Insurance
Professional Qualifications
· FINRA Series 6 Securities License
· FINRA Series 63 Securities License
· FINRA Series 65 Securities License
· FINRA Series 7 Securities License
· Life/Health License
· NAIFA, Member
· Manages Team of Advisors in Richmond Office
Personal Affiliations
· Alumnus of Virginia Tech, earned B.S. in Management Science and Information Technology and B.A. in Spanish
· Richmond Hokie Club, Member
· Virginia Optometric Association, Member
· Council of Independent Colleges of VA, Member
· Member of St. Mary’s Catholic Church
· Married to Cara Trites Olexy
· Two children, William and Ryan
· Enthusiast: Live Music, Golf, Tennis, Running
Website: www.olexyadvisors.com