Olivia H. Stoll CFP®, ChFC®
Associate Director
Olivia Stoll is an Associate Director and Wealth Advisor based in Heck Capital’s Rhinelander office. Olivia began her investment career in 2019 and provides comprehensive financial planning for clients. Olivia graduated from the University of Wisconsin - Milwaukee with a Master of Science in Professional Accounting in 2017 and earned her Bachelor of Business Administration in Accounting in 2016. Olivia obtained her CERTIFIED FINANCIAL PLANNER® certification in 2021, and her Chartered Financial Consultant (ChFC®) designation in 2022, through the American College of Financial Services, Olivia also passed her Series 65, Uniform Investment Adviser Law Examination in 2019, and is State of Wisconsin Life & Health Insurance licensed.
Prior to Heck Capital Advisors, Olivia worked for a public accounting firm where she prepared individual and business tax returns, provided tax planning advice for clients, and assisted with audits of governmental entities and nonprofit organizations.
Olivia’s primary responsibilities include providing detailed, in‐depth financial planning, meeting with clients and prospective clients to review financial plans and portfolios, providing investment advice to individuals and families, and establishing new client relationships. Olivia is well suited to work with individuals to provide financial planning, as her designations and prior accounting experience allow her to assist individuals with their various planning needs.
Olivia was nominated for the Top 10 Under 40 award through the Rhinelander Area Chamber of Commerce and Forward Rhinelander for both 2021 and 2022 and received the award in 2022. The award recognizes young adults making a difference in Rhinelander. She is also the Vice President of the Rhinelander Area Scholarship Foundation which provides scholarship recognition to Rhinelander graduates who plan to further their education beyond the high school level.
Olivia resides in Rhinelander, WI with her husband, Jason, their two cats, Lady Grantham & Saffron, and their dog, Daisy. Olivia enjoys spending time with her family and her pets, reading, gardening, doing yoga, kayaking, and being outdoors.
Heck Capital Advisors Start Date:
2019
Fun Fact:
My favorite show is Downtown Abbey.
What is the most rewarding part of your position?
The most rewarding part of my position is being able to work with intelligent and hardworking individuals who care about our clients’ needs.
What do you hope to achieve for your clients?
I hope to achieve long-lasting relationships with my clients and to help them reach their financial goals.
Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.