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David O
Series 66
Palm Beach Gardens, FL
Focus Partners Wealth, LLC
David Olson is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Alpha Dna Investment Management, Macroview Investment Management, Worch Capital LLC, Bridgewater Wealth & Financial Management, Bridgewater Wealth Management, and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.
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