Olivia Mooney

Client Concierge I

Before becoming a Carver Financial Services team member, Olivia worked for two years in the mortgage financing industry and also worked as a receptionist at an IT firm. Her past experience makes her ideal for the role of Client Concierge, where she will be working at the front reception desk to greet visitors, handle calls, and assist with other duties.

Olivia is originally from North Carolina. She moved here in 2018 to be closer to her wife’s family. When Olivia isn’t in the office, she enjoys spending time with her son Kaden and baking.

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

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