Olivia Wilson
Wealth Planner at Cerity Partners
- Role
- Wealth Planner at Cerity Partners
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Olivia Wilson
Lifelong learner. Wealth Planner with Cerity Partners. Holding SIE, Series 6, Series 63…
Experience
Wealth Planner
Mar 2025 — Present · Indianapolis, IN, US
Olivia is an associate in the Indianapolis- Keystone office. She is a member of the wealth management team, and provides objective advice to clients. Olivia works closely with colleagues to build and maintain relationships with clients to offer peace of mind regarding their financial picture. At Cerity Partners, we focus on delivering comprehensive wealth management services to high-net-worth individuals, families, and businesses. We understand that each client has unique financial needs, and we provide personalized support and objective advice across all areas of financial planning, including retirement, tax, investment, estate planning, and wealth preservation.
Education
Purdue University
Bachelor of Science - BS
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