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Olivea J

Series 65

Paragould, AR

AAN Wealth Advisors LLC

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

Business sale tax planning Business succession planning
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