Kelly Oliver, CFP® | Lido Advisors

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Kelly Oliver, CFP^®

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Kelly Oliver,
CFP^®

Senior Vice President, Senior Wealth Manager

Bethesda, MD

Growing up, she saw how financial uncertainty could impact families. Today, that drives her to provide clarity and confidence for her clients.

Office Locations Served

Bethesda, MD

Professional Summary

Whether she is helping clients prepare for retirement, manage unexpected expenses, or build a lasting legacy for future generations, Kelly is constantly inspired by the opportunity to make a meaningful difference in their lives.

Previous Work Highlights

Kelly has been a financial advisor and trust officer at COPE CORRALES, Chevy Chase Trust, and Northwestern Mutual.

Personal Facts

Enjoys spending time with family and friends, traveling as much as possible, and cooking new recipes in her free time.

Education & Certifications

B.A., Business Administration and Management, Florida State University

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Kelly Oliver, CFP^®

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Brooklyn Griffin, CFP^®

Senior Vice President, Senior Wealth Manager

Professional Focus

Brooklyn appreciates the impact of long-standing client relationships and focuses on offering exceptional service and a tailored approach to enhance her clients’ financial well-being. She is dedicated to helping high-net-worth individuals and their families navigate the complexities of building and preserving wealth.

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Gretchen Zierolf, CFP^®

Managing Director, Senior Wealth Advisor

Professional Focus

With two decades’ experience managing portfolios for endowments and foundations, and full-scale financial planning for wealthy families, Gretchen is growing Lido’s presence in the Mid-Atlantic region, with a focus on guiding clients on Lido’s sophisticated wealth management solutions.

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Scott Berman, CRPC^®

Director, Senior Wealth Manager

Professional Focus

Scott leads Lido’s expansion in the Mid-Atlantic region. He is involved in sourcing clients from a wide range of programs as well as recruiting additional advisors for the region.

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Shawn Moran

Senior Managing Director, Senior Wealth Advisor, Market Lead

Professional Focus

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

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Kelly Oliver,CFP®

Kelly Oliver,CFP®

Meet the Rest of the Bethesda, MD team

Brooklyn Griffin, CFP®

Professional Focus

Gretchen Zierolf, CFP®

Professional Focus

Scott Berman, CRPC®

Professional Focus

Shawn Moran

Professional Focus

Request an Introduction

Kelly Oliver,
CFP^®

Kelly Oliver,
CFP^®

Brooklyn Griffin, CFP^®

Gretchen Zierolf, CFP^®

Scott Berman, CRPC^®