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Ogilvie Wealth Management Careers in Winter Park, FL

Ogilvie Wealth Management

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Sole Proprietorship

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About Ogilvie Wealth Management

Ogilvie Wealth Management is a wealth planning and advisory firm headquartered in Winter Park, Florida. Brent Ogilvie serves as the firm's Principal and advises clients on financial, retirement, and estate planning matters, as well as inheritance and bequest investment, and insurance requirements related to life, annuity, and/or LTC (Long-Term Care) needs. Brent is a licensed representative and independent contractor for Waterford Investor Services, Inc., a broker-dealer firm and FINRA/SIPC member in Clearwater FL. Specialties Financial, Retirement, Estate Planning and Investment

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