Broker Check
Justin McCormick

Justin McCormick

Senior Wealth Manager

Justin McCormick currently serves as a Senior Wealth Manager at Olistico Wealth. He works directly with clients to develop and implement comprehensive financial plans to address their goals and needs. Justin practices in the areas of retirement planning, investment management, tax planning, estate planning, and risk management. Justin’s detail-oriented approach to both planning and analysis helps provide clients with fully customized plans and investment solutions.

Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.

“My life mission is to be the best version of myself possible, both personally and professionally. I want to be remembered as someone who always did the right thing and took care of the people who were important to me.”

Prior to Olistico Wealth, Justin worked for UBS Financial Services and was an Assistant Golf Professional at Southern Hills Country Club where he was named 2016 South Central Section, Assistant Professional of the Year. Justin’s extensive experience in both business and the service industry make him uniquely qualified to take care of high-net worth individuals, entrepreneurs, and business owners.

Justin earned his Bachelor of Business Administration at the University of Central Oklahoma. He and his wife Megan were married in 2015 and welcomed their daughter Carly in 2022. In his free time, Justin enjoys spending time with family, fishing, and playing golf.

Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.

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.