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Dave Olsen

dave-olsen

Dave Olsen

Vice President of Wealth Management

Dave Olsen serves as Vice President of Wealth Management at Global Wealth Management. He brings more than a decade of experience in the financial services industry, with a background spanning financial planning, investment strategy, and insurance planning. Dave works closely with clients to help ensure their financial plans remain aligned with their goals, providing reliable guidance, attentive service, and ongoing strategic insight designed to support long-term financial stability.

Prior to joining Global Wealth Management, Dave held advisory and leadership roles across several financial institutions. He began his career as a Financial Advisor at Morgan Stanley and later served as a Financial Representative at Northwestern Mutual. He also held a Vice President role at 1031 Alternative Group, where he expanded his experience in investment solutions and client strategy. Dave returned to Northwestern Mutual before joining Global Wealth Management in 2017, where he initially served as First Vice President of Client Services and later transitioned into his current role.

Dave holds a Bachelor of Science in Finance and Economics from Florida State University. He holds his Series 7 and Series 66 licenses, as well as his Florida 2-15 Life, Health, and Variable Annuity license.