Olin Wiley

Olin Wiley started his career with New York Life in 1974 in the Peachtree General Office, located in Atlanta, GA. He achieved the notable highlight of becoming both the “Rookie of the Year” as well as the “Agent of the Year.” In 1980, he was promoted to General Manager, becoming one of the youngest to achieve this position. In 1983, Olin became General Manager of the Dearborn, Michigan branch where he increased production by over 100% in 1984 and was named “Manager of the Year.” As a General Manager, Olin supervised a highly diverse sales and management staff, providing him an opportunity to gain firsthand insight into the issues of wealth disparities and financial needs across different racial and ethnic groups. In 1986, Olin left the corporate insurance industry to follow his passion, to enhance the financial future of those in need of independent client-centered services.

Olin has worked extensively with and has been a frequent speaker at professional medical association meetings, including the National Medical Association (NMA), the Association of Black Cardiologists (ABC), the National Medical Fellowships (NMF), and numerous state medical associations. In addition, he worked closely with the United Negro College Fund (UNCF) and the National Association for Equal Opportunity and Higher Education (NAFEO) in efforts to improve the financial health of historically black colleges and universities (HBCUs) and the varied constituents they serve. In 2005, Olin founded the Philanthropy and Leadership (PAL) Project to address the growing financial needs of HBCUs and the widening wealth gap among minority groups. The PAL Project and NAFEO formed an important alliance to develop the NAFEO MEP that can serve as an essential tool for closing the wealth gap for many individuals.

Olin is a Certified Wealth Counselor, and a member of the Planned Giving Council, Estate Planning Council, and International Association of Financial Planners.

Carlos Ingram

Investment Advisor Representative Portsmouth-Smartlife Securities

Portsmouth-Smartlife is a leading independent registered investment advisor and full-service broker-dealer. It was founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years. Carlos Ingram is uniquely positioned to address the needs of clients who are gravitating toward the “hybrid independent institutional” business model; positioning their practice to meet the diverse needs of their clients with a broad array of low-cost, fee-based advisory platform programs coupled with the traditional commission-packaged products.

Carlos began his career as a financial advisor with Wiley & Associates in 2000. His responsibilities included developing financial plans for small business owners and professional clients such as physicians and dentists. In addition, he assisted in developing gifting strategies for small private universities and colleges.

Wiley & Associates later introduced Heritage Asset Management to offer enhanced services for clients. As a senior executive, Carlos directly managed other initiatives such as expanding client support services, selecting various investment offerings, implementing asset protection strategies, and wealth transfer strategies, and further developing relationships with private colleges and universities to better manage their endowment resources and retirement plan benefits.

Carlos holds both the series 7 and series 66 securities licenses. In addition, he is licensed for both health and life insurance.


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