Olivia Karch
,
Wealth Management Advisor
NMLS #1249924
824 A1a N
Ponte Vedra Beach, FL 32082
904.273.3821
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I am passionate about working with clients to develop a personalized financial strategy tailored to their individual needs and goals.
Profile

Olivia G Karch, Wealth Management Advisor, grew up in Macungie, PA.  Olivia graduated with a bachelor’s degree in Marketing from Penn State University.  She then moved to Jacksonville Beach, FL to start her career with Merrill in 2014. Olivia focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

Olivia is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Chartered Retirement Planning Counselor  designation.  She is partnered with her father, Gary Karch, who is based in Allentown, PA to serve clients of the Karch Wealth Management Group.    Olivia enjoys participating in local events and volunteering throughout the community.  She is on the Horizon Board of Dreams Come True of Jacksonville and she is a certified swim coach for Duval County Special Olympics. She also enjoys traveling, spending time at the beach, and visiting her family in Pennsylvania and Mexico.



*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*   *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Leilani Walker
Registered Wealth Management Client Associate
904.273.3828
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christina Manos
Regional Lending Specialist
Bank of America, N.A.
NMLS #869928
Brian R Arnold
Wealth Management Banking Specialist
Merrill
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Zachary Zeman
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Olivia G Karch is registered to do business in AZ, CA, CO, DE, FL, GA, IN, KS, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VI.