Meet The Palladium Team

Caroline S. Oliver
CFA, CFP® and Portfolio Manager

With a background in brokerage, trust, banking and investments, Caroline brings a wide perspective of experience to Palladium. She earned a BA from Elizabethtown College, PA, attended the University of Strasbourg, France, and obtained a MBA from Old Dominion University. While retiring from Bank of America, Caroline originally started at the legacy firm Virginia National Bank after having worked briefly at United Virginia Bank. Caroline obtained the CERTIFIED FINANCIAL PLANNER ™ certification in 2008 and holds the Chartered Financial Analyst designation.

• Financial Planning Association of Hampton Roads - Member
• Lake Taylor Transitional Care Hospital Foundation - Board of Directors
• Hampton Roads Estate Planning Council - Member
• United Way of South Hampton Roads - Women's Leadership Council Member

Direct Phone 757.305.1530
Email