Olivia joined Crestwood in 2020 and serves as a Client Advisor.
Olivia works closely with clients to help them achieve their personal and financial goals by creating comprehensive financial plans that complement their overall portfolio management. She enjoys working collaboratively with members of the Crestwood team in order to meet clients’ needs. She prides herself on her ability to provide proactive service while forming impactful relationships with clients.
Olivia holds a BS in Communications from the University of Massachusetts Amherst. She also was a member of the Division I softball team during her four years in Amherst. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation.
As a current resident of South Boston, she enjoys being close to both Downtown and the ocean. Outside of the office, you can find Olivia spending time with family and friends, attending Boston sporting events and traveling.