We are expanding our team to include a new paraplanner division, and we’re excited to introduce our first team member in that role! Olivia Pauly joins us as a paraplanner and is eager to jump in and work closely with advisors to support client needs.
Paraplanner
“As we grow, we’re committed to expanding our team strategically to provide the comprehensive support our clients expect from us as their trusted advisors,” says Amanda Maier, Director of Wealth Advisory Services. “Adding Olivia to our team is a significant win. She’s detailed, positive, and has financial planning knowledge and skills – both in administrative support and client-facing services. We’re excited to have her join us and start collaborating with our advisors.”
Olivia has worked as both a paraplanner and a financial advisor in the past, and she is a highly motivated individual – she even passed the rigorous Certified Financial Planning® certification straight out of college!
Since her role is mostly behind-the-scenes, you may not see Olivia at your meetings, but she will be among the core team providing direct support to advisors, which ultimately allows advisors to provide each client with more consultation time, resulting in a more in-depth relationship.
Please join us in welcoming Olivia to the 6 Meridian team!
