Olivia Mary Schulz

Hi, I'm Olivia Mary Schulz. I can empower your financial journey through personalized expertise and proven solutions designed to guarantee long and short term wins.
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Happy Clients.

I have worked with 600+ clients :

Road Map

A clear path to your financial success.

Money Mapping.

Start with clarity. Understand where your money is coming from, where it’s going, and set clear financial goals. This creates the foundation for every decision that follows.

Smart Investing.

Once you know your financial position, begin investing wisely. Focus on proven strategies that protect your capital while gradually building wealth — no guesswork, no gambling.

Income Optimization.

Now that your foundation and investments are in place, maximize growth. Use strategies that create additional income streams and balance short-term wins with long-term sustainability.

About me

Experience you can trust, expertise that delivers.

For more than 22 years, I’ve helped individuals and families turn financial uncertainty into financial confidence. My approach is straightforward: no jargon, no empty promises—just proven strategies that protect, grow, and simplify your wealth. Every plan I design is rooted in deep analysis and tailored to your life goals. Because financial advice should never be one-size-fits-all—it should be built for you.
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Client success rate in achieving their financial milestones.
$ 0 m
Dollars strategically managed with measurable results.
My Services

Your Future, Fully Secured.

I’m Olivia Mary Schulz, your trusted guide to financial clarity and growth. Together, we’ll build a plan that fits your unique goals and elevates your wealth with confidence.

Personal Coaching.

Expert guidance tailored to your goals — empowering your decisions with clarity and confidence.

Optimizing Income.

Maximize earnings through smart, customized strategies designed for lasting growth.

Insurance Analysis.

A thorough check to ensure your coverage truly protects what matters most.

Fast Growth, Smart Diversification.

I’m your financial strategist for rapid profit growth. My approach blends traditional finance expertise with cutting-edge digital market strategies

My Work Experience

I have worked with four notable U.S firms.

MORGAN STANLEY..................(CRD# 149777)
2009 - Present
Total: 16 years
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
2008 - 2009
Total: 1 Year
FIRST SOUTHEASTERN SECURITIES.(CRD# 14538)
2003 - 2006
Total: 3 Years
FIRST ALBANY CORPORATION ...(CRD# 298)
1998 - 1998
Total: 1 Year
My Qualifications

Industry Exams I have passed

Securities Industry Essentials Examination
Category: SIE
Date: 10/01/2018
General Securities Representative Examination
Category: Series 7
Date: 03/24/1998
Uniform Securities Agent State Law Examination
Category: Series 63
Date: 05/27/1998
No information reported.
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Date

"Since meeting Olivia Mary Schulz, my finances skyrocketed. Her short-term gains and long-term strategies changed everything forever."

Danny Chemist

Investor

"I’m beyond grateful for Olivia’s guidance. She opened my eyes to profits I never imagined, both instantly and sustainably."

Gabriel Hager

Accountant

"Working with Olivia Mary Schulz transformed my money mindset. Quick wins plus lasting growth gave me true financial confidence."

David Costley

Coast Guard Veteran

Contact

Get in touch with me.
Send me a message.

Contact me to get answers to your questions, receive feedback, and schedule appointments.

Contact me

One conversation with Olivia could transform your money story — secure both quick profits and lasting financial stability.

Address.

4890 West Kennedy Boulevard Suite 700 Tampa

Working Hours.

Monday – Friday : 9:00AM – 6:00PM
Saturday : 10:00AM to 3:00PM

Email Address.

contact@oliviamaryschulz.site

Call Me.

(316) 212-3456

Make Appointment