Olivia joined Davis Investment Partners in the summer of 2022. As an Investment Advisor Representative, she is devoted to serving and advising the clients of Davis Investment Partners, consistently ensuring that their needs are addressed with great care and attention.
A Charlotte native, she graduated from Weddington High School and attended North Carolina State University where she earned a Bachelor of Science in Business Administration. She is dedicated to continuing her education in financial planning so that she will always be able to provide the highest level of service to our clients.
Olivia lives in Ballantyne with her husband Jack. They are active members at New City Church in SouthPark where Olivia is passionate about serving in the children’s ministry. Outside of work, she enjoys playing pickleball and spending time at Ocean Isle beach.
- Holds Series 65 license
- Holds the Accredited Asset Management Specialist™ designation
- Notary Public