Oliver C. Scholle
Oliver Scholle is the President of Independence Financial Services, LLC, where he specializes in providing investment advisory and financial planning services.
liver is committed to assisting people understand their options in managing their wealth and providing straightforward advice about real-life financial issues.
Prior to acquiring Independence Financial Services, Oliver spent 28 years working in the financial services industry in the
e began his career with the Chemical Bank in 1976 where he worked in the domestic and international banking divisions.
n 1984 Oliver joined the American International Group (AIG) as the Chief Investment Officer of the American Life Insurance Company, a wholly owned AIG subsidiary with offices around the world.
n 1987, Oliver was appointed President of AIG's life insurance operations in
had overall management responsibility for several AIG subsidiaries engaged in life insurance, real estate, annuities and pensions.
ore recently, Oliver has worked in private banking at Citibank and later Bank Boston where he was responsible for the management of a family of mutual funds as well as managing client investment portfolios.
in 1976 where he received his Bachelor of Arts degree, with honors.
e was a member of the University's rowing team that won a national championship in 1974.Today he
enjoys competing in Masters rowing regattas around the country.
liver is married with three children ages 20, 19 and 15.
also enjoys writing about investing, financial planning and philanthropy.
most recent articles have appeared in Financial Planning Magazine and Trust and Estates Magazine
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative.
Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.