Olivia joined HB Wealth in June 2026. As a Client Service Associate, she supports client service teams with money movement, account documentation, and meeting preparation.
Prior to joining HB Wealth, she spent four years at Align Wealth Advisors with Raymond James as a Client Service Associate, where she worked closely with the CEO and developed a strong foundation in client service and the wealth management industry.
Olivia has a Bachelor’s of Science degree from Georgia Southern University. She also holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation and is a Notary Public.
Outside of work, she enjoys traveling to warm, coastal destinations, particularly the Bahamas and Miami, and cherishes time with family and friends.