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Meet Our Private Bank Team

Our Private Bankers play a pivotal role in managing and preserving the wealth. Their expertise and personalized approach make them indispensable in navigating complex financial landscapes and achieving long-term financial goals.

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Olivia Phillips

Financial Advisor
Brokerage

Meet Olivia Phillips - Olivia started with ChoiceOne in 2021 as an intern. Then in 2023, she officially joined the Wealth Management team as a Wealth Advisor. She has earned her Bachelor of Business Administration, with a focus in Accounting and Finance, from Grand Valley State University. Olivia holds Life, Accident, and Health Insurance Licenses in addition to the Series 7 and 66. Olivia is a Lapeer County native and a graduate of North Branch High School.

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810.212.2977
olivia.phillips@osaicinstitutions.com
Wealth Management Lapeer

Meet Our Brokerage Team

Our Brokerage team is dedicated to providing comprehensive wealth management services with a focus on risk mitigation and regulatory compliance.

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