As a Client Service Associate, Olivia provides support to the wealth managers and serves as a trusted point of contact for clients. She also handles daily account maintenance as well as operational support.

Olivia joined Boston Financial Management as an Administrative Coordinator before transitioning to the  Client Service Team, first as a Client Service Administrator and then as Client Service Associate.

Olivia graduated with a Bachelor of Arts degree in Psychology from Framingham State University and is currently enrolled in classes to become a Certified Financial Planner™ (CFP®).

Personal Interests

Olivia enjoys hiking, drawing, and taking her dog on walks.