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Olivier Villard
Olivier Villard
Financial Advisor
1301 Riverplace Blvd
Suite 600
Jacksonville, FL 32207
tel: 904-858-2371
toll free: 800-446-6044
fax: 904-858-2390
Email Me
Welcome Associations Education Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • Jacksonville Regional Chamber of Commerce
  • IMPACT jax
  • NetWorth
  • Southside Business Men's Club
Education and Licensing
  • Bachelor of Science - Business Administration
    University of Central Florida
    Orlando, FL
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Financial Planning Associate Designation
  • Smith Barney Advisor Designation
  • Life, Accident, Health, Variable Annuity and Long Term Care Insurance Licensed
  • Select Unified Managed Accounts Certified
Services
  • Asset Management
  • Business Planning
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Fixed Income
  • Long Term Care Insurance
  • Wealth Management
  • Municipal Bonds
  • Alternative Investments
  • Philanthropic Services
  • Qualified Plans
  • Lending Services
  • 529 Plans
Business Experience
  • 2008-Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Jacksonville, FL
  • 2004-2007: Wells Fargo & Company
    Senior Credit Manager
    Jacksonville, FL
Bulletin Board
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
  • For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
Olivier Villard is licensed in the following state(s): FL
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

(pdf)

On the Markets (pdf)
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