Olivia P. Devlin
Client Relationship Specialist
As a client relationship specialist, Olivia is the primary contact for clients’ day-to-day needs. She specializes in estate assets settlements and equity trading. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Olivia develops close relationships with her clients to ensure consistent and exceptional service. She also supports our senior portfolio management and wealth planning professionals.
Olivia has eight years of experience in wealth management. Before rejoining the firm in 2021, she was a client service associate at West Financial Services in McLean, VA.