Olivia CostanzaOlivia Costanza
Client Service Associate

A nine-month leadership program, Uptown Dallas Fellows, brought Olivia to Dallas after graduating from Auburn University where she studied Finance. During the program, Olivia worked as an intern at Benchmark Private Wealth Management (which merged with Beacon Pointe Advisors in 2022) and then formally joined as a Client Liaison. Olivia is now a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. In her spare time, she enjoys reading, studying theology, playing pickleball, and serving in her church, Providence Presbyterian.

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