Senior Account Services Associate
Olivia Ruiz is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Olivia spent five years working in operations at Vanguard in the Scottsdale, AZ office. Olivia graduated from the University of Arizona with a bachelor’s degree in Retailing and Consumer Sciences. She currently resides in Scottsdale, and in her free time enjoys walking her dog, traveling, painting, and spending time with family.