Olivia feels that she brings dependability and follow-through to her approach to financial services, along with a commitment to uphold her team’s foundational reputation for integrity. She helps her clients feel empowered about their financial futures by striving to simplify what can feel overwhelming, offering clear guidance and personalized strategies that align with each client’s unique goals and lifestyle. Olivia also prides herself on offering a fresh perspective, strong educational background and a genuine commitment to building lasting relationships with her clients. Whether it’s starting to invest, planning for a big milestone or building long-term wealth, she wants every client to feel heard, supported and equipped to make informed financial decisions with confidence.
Her professional experience prior to joining Raymond James includes roles such as financial advisor at Equitable Advisors, as well as financial solutions advisor and vice president at Merrill Lynch Wealth Management. Olivia’s background is further supported by a bachelor’s degree in finance from Southern Methodist University’s Cox School of Business.
On a day-to-day basis, Olivia supports both the private client and retirement planning sides of our business while helping to grow the team’s client base. Her dedication to clients of all stages of life wanting to grow their assets is one of the key elements of her work as an investment executive. She assists Jeff with managing relationships and addressing the needs of private clients, and works closely with Barry by contributing to the development and implementation of tailored retirement solutions that align with clients’ long-term goals.
Olivia stays up to date on market trends, prepares client materials, conducts research and maintains clear communication. She believes this dual role allows her to gain broad exposure across different areas of financial advising while providing clients with attentive, well-rounded support. She also focuses on preparing client materials, conducting research and maintaining clear communication to keep everything running smoothly and efficiently within our team.
Outside the office, she is involved with Pi Beta Phi Alumni Chapter of Nashville and enjoys spending time with family and friends and reading. Olivia also spends time staying active by running, practicing Pilates and yoga, and walking with her dog. She currently lives in her hometown of Nashville, Tennessee, with her dog Susie, a Cavalier King Charles Spaniel.
