Olivia joined the team in the end of 2014 as Linda’s Advisor Assistant. She graduated from UC Santa Cruz with degrees in Literature and Theatre Arts and brings her professionalism and cheerful demeanor to help ensure Linda’s clients have an enjoyable, positive experience. Her role as Advisor Assistant includes scheduling appointments, client service, and other general administrative functions. Outside of the office, Olivia is an actor with a love of Shakespeare and classical theatre. She also enjoys baking, traveling, and spending time with friends and family.
Olivia is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18