Olivia Mooney

Client Concierge, Events & Community Relations Associate

Before joining Carver Financial Services, Olivia spent two years in the mortgage financing industry and also worked as a receptionist at an IT firm. Her strong background in client service and administrative support makes her a perfect fit for her role as Client Concierge, where she manages the front reception desk—welcoming visitors, directing calls, and assisting with daily office operations.

Originally from North Carolina, Olivia moved here in 2018 to be closer to her wife’s family. Outside of work, she enjoys spending time with her wife and their two children, Kaden and Jackie. Together, they love going on walks with their two dogs, Diesel and Oakley.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James ofﬁce for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Footer

Let’s Get Started