Broker Check
Cooper Williamson

Cooper Williamson

Wealth Management Analyst

Cooper Williamson is a Wealth Management Analyst at Olistico Wealth. While working collaboratively with the team, Cooper conducts portfolio analysis for clients by reviewing portfolio assets and developing customized allocation reports. His proficiency in mathematics and data analysis is instrumental in these tasks, allowing him to effectively convey complex information to clients in a clear and understandable manner. Cooper's dedication to service is evident in his work, where he ensures that his efforts have a tangible impact on clients and their families. He also spearheads the development of the company's social media presence and client communication.

“I am motivated by the fact that my work at Olistico has a tangible impact on our clients and their families. Using my talents to help clients understand their wealth and leave behind a positive legacy is truly rewarding.”

Cooper earned his Bachelor of Science in Economics from Wheaton College while participating as a member of the men’s golf team, and then went on to work at Williams Companies as a Data Analyst before he joined Olistico Wealth. In his free time, Cooper enjoys spending time with his wife and friends, playing golf, pickleball, and attending Cornerstone Church in Tulsa.

Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 65 - Uniform Investment Advisor Law Exam.

BNY Mellon | Pershing is our clearing and custody provider. Pershing has been a leader in the industry for 80 years and is the #1 clearing firm. (InvestmentNews, 2018. Based on number of broker-dealer customers.) Olistico Wealth, LLC, a registered investment adviser. Pershing and Olistico Wealth, LLC are separate, unaffiliated companies, not responsible for each other's services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.