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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

Experience

  • Senior Financial Advisor, Assistant Vice President, Merrill Lynch Wealth Management, Jan 2020 - Present · 3 yrs 8 mos
  • Financial Advisor, Waddell & Reed, Apr 2014 - Jan 2020 · 5 yrs 10 mos
  • Registered Representative, Farmers Financial Solution...

ABOUT OLIVIER

Experience

  • Senior Financial Advisor, Assistant Vice President, Merrill Lynch Wealth Management, Jan 2020 - Present · 3 yrs 8 mos
  • Financial Advisor, Waddell & Reed, Apr 2014 - Jan 2020 · 5 yrs 10 mos
  • Registered Representative, Farmers Financial Solutions, Aug 2013 - Mar 2014 · 8 mos
  • Senior Business Analyst, Self Employed, Sep 2003 - Jan 2013 · 9 yrs 5 mos

Education


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