2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Olivier Martinez
CEPA ,
CFP, CLU, CEPA
Experience
- Vice President, Financial Advisor, Vice President, Morgan Stanley Lynch Wealth Management, Jan 2026 - Present · 1 month
- Senior Financial Advisor, Vice President, Merrill Lynch Wealth Management, Jan 2020 - Dec 2025
- Financial Advisor, Waddell...
ABOUT OLIVIER
Experience
- Vice President, Financial Advisor, Vice President, Morgan Stanley Lynch Wealth Management, Jan 2026 - Present · 1 month
- Senior Financial Advisor, Vice President, Merrill Lynch Wealth Management, Jan 2020 - Dec 2025
- Financial Advisor, Waddell & Reed, Apr 2014 - Jan 2020 · 5 yrs 10 mos
- Registered Representative, Farmers Financial Solutions, Aug 2013 - Mar 2014 · 8 mos
Education
- Sciences Po Paris, Master's Degree, 2002 - 2003,
- SKEMA Business School, Master's Degree, 1995 - 1996
- University Paris XII, Bachelor's Degree, 1993 - 1995
Certifications:
- CFP®, CPWA®, CLU®, CEPA®, CPFA®