Olivia Kennedy

Financial Advisor
NMLS #2029024
8015 West Kenton Circle
Suite 200
Huntersville NC 28078
(704) 987.2411
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Among the reasons I chose to join the financial services industry is my passion to help others and educate clients.  My goal is to understand you and what matters to you most so that we can work together to add value to your life.  My process is designed to help deliver a customized, consistent experience not only in wealth accumulation and preservation, but in areas that go beyond investments.
Profile

My career in the financial services industry began at Merrill in 2020. Originally from Northeastern Ohio, I earned my Bachelor of Science in Business Economics from the Farmer School of Business at Miami University of Ohio before following my family down to Lake Norman.

My approach centers on truly understand what matters most to each client and the "why" behind their work and wealth. Through comprehensive wealth management planning, we map your goals, clarify priorities, and tailor a strategy built to bring clarity so you can make confident decisions with a long-term perspective and protect what you have built. Building relationships based on trust, transparency, and genuine care is at the heart of my work.

Giving back to my community is extremely important to me, and I'm grateful to serve in leadership roles with the Folds of Honor Western Carolina and the North Mecklenburg Rotary Club.

My husband, Mack, and I live in Mount Ulla, where we spend much of our "free" time outdoors taking care of our farm. When I'm not working, I enjoy practicing yoga, hiking, and spending time with my family on Lake Norman.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2025-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
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.

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.
Dino J DiMeo
Wealth Management Banking Specialist
Merrill
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Kelly Siglinger
Wealth Management Lending Officer
NMLS #1530990
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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Olivia Kennedy is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
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.