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
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
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Make philanthropy a family affair
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October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now