Olivia BrooksOlivia BrooksClient Associate
About Olivia
Olivia Brooks is a Client Associate at J.P. Morgan Wealth Management.
Olivia graduated with honors from the University of Chicago, where she studied English Language and Literature and had a strong focus in Economics as well. Following her graduation and before joining J.P. Morgan, Olivia worked in Wealth Management at Northern Trust advising high-net-worth individuals.
At Gilman Private Wealth, Olivia brings a diverse skillset and background, which allows her to contribute to both the Relationship Development and Investment Management divisions. She combines the analytical rigor honed at the University of Chicago with hands-on expertise in wealth planning and trust and estate to deliver thoughtful, client-focused solutions.
Originally from Los Angeles, Olivia now resides in New York City (where she embraces the snowy winters and running along the West Side Highway). Outside of work, Olivia enjoys trying new restaurants, watching films, and staying active through playing tennis (she was captain of her high school's varsity team), playing golf (still a work in progress - taking advantage of lessons when home at Hillcrest Country Club), and skiing. She also enjoys pottery and learning to play the guitar as creative outlets.
Insights
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
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October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now