Welcome Olivia to the E2E Financial team!

We would like to officially welcome Olivia Welch to the E2E Financial team!

Olivia is a lifetime member of the Girl Scouts of America. She was an active scout for 13 years; pursuing over 300+ hours of community service while earning her Bronze, Silver and Gold awards. Olivia’s academic background includes graduating as Salutatorian of her high school class in 2013, the same year she earned an A.S. in Psychology from Georgia Perimeter College. She went on to earn a B.A. in Speech, with a minor in Spanish, from Georgia State University in 2016. Her favorite part of college was studying abroad in Mexico City, Mexico, Granada, Spain, as well as Cordoba and Buenos Aires, Argentina. When Olivia is not helping clients organize their financial futures, she spends her time in the mountains, camping and hiking, as well as cooking family recipes, scuba diving, and adding destinations to the growing list (13+) of countries she has visited.

Feel free to tell Olivia hi! Theresa will be working mainly from home, moving toward a marketing role.

Securities offered through LPL Financial, Member FINRA/SIPC. E2E Financial is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?