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.*