Olivia Smith has been with Paratus Financial since 2014. She works with individuals, families, trusts, organizations, and businesses to provide comprehensive financial and tax planning services. Olivia’s responsibilities include on-boarding new clients, researching and implementing new investment opportunities, performing due diligence on existing investments, conducting tax analysis and reviewing tax savings strategies, and preparing tax returns. She enjoys riding horses, spending time at White Rock Lake, and cooking.
Education: Southern Methodist University-Cox School of Business, BBA 2014
Chartered Financial Analyst CFA (2018)
Business Experience: Paratus Financial, Inc. 2014-Present