Broker Check

Team

Raymond (Mac) McCaffrey

Financial Advisor

2512724228

raymond@truwealthmanagement.com

Mac was born and raised in the Mobile area and he and his wife, Nicole, have two children. He joined Tru Wealth Management in the summer of 2022 after almost twenty years of helping to manage and grow a family business. Upon the successful sale of the business, he knew that he thrived in an ever-changing environment and that his next career would have to offer that same excitement. Financial advising provides that along with the satisfaction of knowing that he is helping others plan for their future.

Mac understands that every client’s needs are different and, as such, everyone deserves an individual approach. Please do not hesitate to contact him for help in defining and working towards your financial goals.

Logan Elliott

Financial Advisor

(251)725-1361

logan@truwealthmanagement.com

Logan Elliott works to customize client strategies designed to preserve, create, manage, and distribute wealth. Logan earned his B.S. from Auburn University where he was a member of Pi Kappa Alpha fraternity. He resides with his wife of fifteen years, Melanie, and their three children, Grace, Ann, and Katie Claire. Outside of work, Logan is an active board member of Young Life Mobile. He is also involved with American Diabetes Association, and USA Triathlon. Logan completed Ironman Florida in November of 2012.

Mike Ollis

Financial Advisor

(251) 725-1401

mike@Truwealthmanagement.com

With over 30 years of investment experience, I strive to help my clients develop plans for a successful future based on financial strategies which are tailored to where you are in life- and where you want to go. Whether you are building wealth or developing an income stream, I focus on what’s important to you.

I graduated from Spring Hill College with a degree in commerce, with a concentration in accounting. After holding several positions in the accounting field, I began my investment career in 1983.In 1986, I joined A.G. Edwards with several other brokers, helping establish the Mobile, Alabama office. I worked for A.G. Edwards and its predecessor firms of Wachovia Securities and Wells Fargo Advisors until 2018 when I established Ollis Wealth Management. Mike is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

I'm ready to assist you with your investment needs. Please contact me for a consultation. Of course, there is no obligation on your part.

Ask me a question, there is no obligation or shall I say no cost to a question.

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