Olivia has a passion for helping others achieve their goals. Her genuine interest in their wellbeing, coupled with her background in finance, makes her a great fit on the MCA team. Olivia received her BBA from Grand Valley State University and gained experience in the banking industry. As an Financial Planner, she will now be able to transition into her true passion within Financial Planning. In her spare time, she enjoys cooking, taking her miniature goldendoodle and cavapoo on walks, and planning her next vacation with her husdband Sean.
Olivia Terry
Financial Planner
Midwest Capital Advisors
United States, Michigan, Grand Rapids
About Me
Profile Information
Financial Planner
Midwest Capital Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Grand Rapids
Michigan
United States
Aug 14, 2025
Keylinks
More profiles to browse
LC
Laura Corbiani
Certified Financial Planner
JF
Jeffrey Freeberg
Senior Financial Planner
Michael DeSmyter
Managing Principal
Mark Satkoski
Principal and Senior Wealth Advisor
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation