About Olivia
Olivia Sell joined Evergreen Gavekal in 2023 as a Client Service Associate before moving into her current role as a Relationship Manager. As a Relationship Manager and a CERTIFIED FINANCIAL PLANNER, she serves as a primary point of contact for clients, partnering closely with the lead advisor to deliver comprehensive, detail-oriented financial planning and wealth management services. She works closely with clients throughout each stage of the planning process – from initial onboarding through the ongoing execution and refinement of their financial plans – bringing a thorough, highly personalized approach to each relationship.
She brings experience from her previous role as a Reporting Analyst at a life insurance brokerage serving ultra-affluent families, where she developed a strong foundation in high-net-worth client service and financial reporting.
Originally from Perth, Australia, Olivia moved to the U.S. to attend Boston College, earning a Bachelor of Science in Management with concentrations in Marketing and Entrepreneurship.
Outside of work, Olivia enjoys hiking and camping in the summer, skiing in the winter, and exploring the PNW.
Education & Qualifications
Boston College
Bachelor of Science, Management
Marketing and Entrepreneurship concentrations