OLIVIER P MARTINEZ

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®

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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®

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