Kelly Oliven

Kelly Oliven

Wealth Planner, CFP®
+1 312 364 8451
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Kelly Oliven is a wealth planner in William Blair’s Private Client Advisors group where she provides clients with high quality portfolio investments based on sound, underlying business fundamentals, not speculation, stock chasing, or market timing.

Prior to William Blair, she was a trust analyst in the Asset Consulting Group at Kidder Peabody in Chicago.

Kelly is a chartered financial consultant, accredited asset management specialist (AAMS), and a member of the Chicago Estate Planning Council and Financial Planning Association.

She received her B.B.A. from Loyola University of Chicago.

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