Olivia Summerhill, CMC ®
Background
Growing up, I saw the devastating effects of divorce on my stay-at-home mother in my ultra-high-net-worth family. This inspired my intense curiosity about money. While my financial career began at JP Morgan Chase in 2012, I quickly developed a reputation for being an expert resource for high-net-worth families. I persisted in my training and pursued multiple designations in finance, including obtaining my Series 6, 63, 65, 99, and insurance licenses. Years later, I continued to develop my mastery in finance as a Wealth Manager in a boutique investment firm specializing in financial planning for high-profile and high-net-worth individuals. Over the decade, I became a Certified Philanthropic Advisor, Chartered Retirement Plan Specialist, Behavioral Financial Advisor, and Certified Financial Planner to best counsel my unique clientele. Then I started my firm and became a Certified Divorce Specialist, Money Coach, and Certified Divorce Financial Analyst.
Outside of Work
I love conversing in French -- and I may have a mild addiction to collecting saltwater fish. Additionally, I enjoy sailing, reading, hiking, playing piano, playing tennis, yoga, open water swimming, and mentoring younger generations to have a successful career in finance. Currently, I am training for an Ironman 70.3 to raise money for Savvy Ladies, a non-profit that helps women take control of their finances.
Why
My position connected me with female clients who continually referred their newly divorced friends for investment advice and planning. Listening to the needs of each woman, I learned that their main concern was not about having a financial plan for retirement or knowing what stocks to invest in. They needed discreet advice on the fundamentals of money and the daily family spending obligations now that their divorce was final. Because they didn’t have to think about these issues previously, they weren’t sure where or how to get help.
I recognized that this was a hidden yet consistent issue that affluent women post-divorce were facing. There was a shocking lack of resources for these women, and I was now able to understand why the divorces I witnessed growing up had such devastating effects. I knew it didn’t have to be that way.
Determined to address these issues, I started my firm. By doing so, I have become a trusted advocate for women, like you, who want discreet advice and expert guidance. The financial burdens post-divorce are difficult, but I am here to take that weight off your shoulders. Women also need help during their divorce, as they typically do not know the best financial settlement that is possible with just their lawyer's help. I address these issues by consulting with women during the divorce process and help them get the best outcome.
Olivia Summerhill, CMC ®
Background
Growing up, I saw the devastating effects of divorce on my stay-at-home mother in my ultra-high-net-worth family. This inspired my intense curiosity about money. While my financial career began at JP Morgan Chase in 2012, I quickly developed a reputation for being an expert resource for high-net-worth families. I persisted in my training and pursued multiple designations in finance, including obtaining my Series 6, 63, 65, 99, and insurance licenses. Years later, I continued to develop my mastery in finance as a Wealth Manager in a boutique investment firm specializing in financial planning for high-profile and high-net-worth individuals. Over the decade, I became a Certified Philanthropic Advisor, Chartered Retirement Plan Specialist, Behavioral Financial Advisor, and Certified Financial Planner to best counsel my unique clientele. Then I started my firm and became a Certified Divorce Specialist, Money Coach, and Certified Divorce Financial Analyst.
Outside of Work
I love conversing in French -- and I may have a mild addiction to collecting saltwater fish. Additionally, I enjoy sailing, reading, hiking, playing piano, playing tennis, yoga, open water swimming, and mentoring younger generations to have a successful career in finance. Currently, I am training for an Ironman 70.3 to raise money for Savvy Ladies, a non-profit that helps women take control of their finances.
Why
My position connected me with female clients who continually referred their newly divorced friends for investment advice and planning. Listening to the needs of each woman, I learned that their main concern was not about having a financial plan for retirement or knowing what stocks to invest in. They needed discreet advice on the fundamentals of money and the daily family spending obligations now that their divorce was final. Because they didn’t have to think about these issues previously, they weren’t sure where or how to get help.
I recognized that this was a hidden yet consistent issue that affluent women post-divorce were facing. There was a shocking lack of resources for these women, and I was now able to understand why the divorces I witnessed growing up had such devastating effects. I knew it didn’t have to be that way.
Determined to address these issues, I started my firm. By doing so, I have become a trusted advocate for women, like you, who want discreet advice and expert guidance. The financial burdens post-divorce are difficult, but I am here to take that weight off your shoulders. Women also need help during their divorce, as they typically do not know the best financial settlement that is possible with just their lawyer's help. I address these issues by consulting with women during the divorce process and help them get the best outcome.
How I Do It
Simplify your daily and long-term goals through money coaching.
Who I Help
Affluent women during and post-divorce.
How You Benefit
Maintain your lifestyle and grow your wealth.