Portfolio Analyst
Olivia Francis
Olivia is a Portfolio Analyst at LGT Financial Advisors, bringing experience in investment management and financial markets developed during her time at Dimensional Fund Advisors (DFA), a leading evidence-based asset manager. At DFA, she supported relationships with financial advisors and institutional investment consultants, providing portfolio and performance data, evaluating asset allocation, and communicating investment philosophy. Olivia holds Series 7 and Series 63 licenses and earned her Bachelor's degree in Finance from Wake Forest University. Outside of work, she is an avid athlete who enjoys pickleball, tennis, golf, and skiing, loves to cook, and has been exploring Dallas's restaurant scene since relocating from Charlotte.
- CERTIFICATION/LICENSES
- EDUCATION
- AREAS OF FOCUS
- Series 7 — General Securities Representative License, FINRA
- Series 63 — Uniform Securities Agent State Law License, NASAA
Wake Forest University School of Business
Bachelor of Science, Finance
- Portfolio Management
”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor