As a Financial Planner at Ivy Wealth Management, Olivia directly supports the firm’s advisors by communicating with our clientele to regularly assess and update their financial situation to ensure that the appropriate planning is performed. As a Client Associate, she helps clientele with all of their administrative needs from the time they transition to, and throughout the life of their relationship with, our firm. With nearly ten years of service and administrative experience, she has been a tremendous resource to our clientele and continues to make key contributions to the development of our organization.
Outside of work, Olivia is pursuing a degree in Law and Policy and maintains a very active role in her community.