Olivia Brinker
Advisor at Merrill — Pittsburgh, PA 600 Grant St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Pittsburgh, PA 15219
Merrill
Institution
Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth planning strategies to local female business owners, families, and retirees. She became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022 and serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum for women in wealth management divisions to share ideas and support personal, career, and leadership development.
Since joining Merrill Lynch in 2015, Olivia has held various roles including Client Associate and Financial Advisor, building practices from the ground up. She focuses on client needs by actively listening to their goals and delivering tailored wealth management support through collaboration with team members and specialists. Her approach emphasizes quality, timeliness, and a disciplined process.
Olivia holds a Bachelor's Degree from Slippery Rock University and an MBA from Chatham University. She has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She is involved with professional organizations such as the Accounting & Financial Women's Alliance and the Chatham Alumni Advisory Board, and supports community organizations including Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Pittsburgh, PA 600 Grant St
600 Grant St
Pittsburgh PA 15219
Advisors at this office
51
Pennsylvania · Texas
9 years of industry experience
Bank Of America, N.A.
2017 - Present • 9 years
Pittsburgh, PA
Merrill
2015 - Present • 11 years
Pittsburgh, PA
Chatham University - Student
2015 - 2016 • 1 year
Shadyside, PA
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