Verity Wealth Advisors
VERITY Wealth Advisors, founded in 2003 by Evan Oliver, offers comprehensive financial advisory services with a focus on individual client needs. With a background in managing equity and equity derivative businesses at Merrill Lynch and expertise in convertible bonds from Salomon Brothers, Evan brings over a decade of experience in working with large institutional investors.
Ryan Beckler, part of the team for over ten years, specializes in client service and oversees the firm's performance reporting system. He enhances the operational efficiency of the firm while ensuring that clients receive exceptional support tailored to their financial goals.
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