Ollisha Fisher is an Assistant Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. Her responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
She serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Ollisha worked for PricewaterhouseCoopers as a Tax Transfer Pricing Associate Consultant. Collaborating with domestic and international client management, she ensured multinational corporations were compliant with regulations and aligned strategically with their business goals.
She earned her BBA in economics from Temple University. While at Temple, Ollisha gained experience through participating in the Temple University Fox Fund as an Associate Analyst in the Healthcare Sector. She also volunteered as a Tax Preparer in the IRS Volunteer Income Tax Assistance program at Temple University. Most recently, she completed her financial planning certification with Howard University. She will sit for her CFP® exam this year. Within the industry, she is a member of the Financial Planning Association.
Ollisha resides in Philadelphia, Pennsylvania.