Olivia Lucille Tirrill

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 03/2022
  Equitable Advisors, Llc
  Dallas, TX
• 08/2017 → 05/2021
  Southern Methodist University
  Dallas, TX
• 12/2020 → 01/2021
  Wiley Brothers
  Nashville, TN
• 06/2020 → 08/2020
  Wiley Brothers Aintree Capital, Llc
  Nashville, TN
• 05/2020 → 08/2020
  Everest Energy
  Dallas, TX
• 05/2019 → 08/2019
  Royal College Of Surgeons - Ireland
  Dublin
• 04/2017 → 08/2017
  Tirsa Pagano
  Nashville, TN
• 07/2011 → 05/2017
  Harpeth Hall Preparatory School
  Nashville, TN
• 01/2017 → 02/2017
  Tamworth City Counsel
  Tamworth
• 04/2022 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 04/2022 → 01/2025
  Bank Of America, N.A.
  Dallas, TX
• 02/2025 → Present
  Raymond James Financial Services, Inc.
  Nashville, TN
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Nashville, TN
• 02/2025 → Present
  Pinnacle Bank
  Nashville, TN

Previous Registrations

• 2022-05-24 → 2025-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2022-02-09 → 2022-03-30
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: Nashville, TN, 37203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: supporting both the private client and retirement planning sides of our business to ensure the seamless and comprehensive experience for our clients (2)Name of Business: Moody East Investment Partners Address: Nashville, TN, 37203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: supporting both the private client and retirement planning sides of our business to ensure the seamless and comprehensive experience for our clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-07
• S63 Uniform Securities Agent State Law Examination
  2021-10-09

Other Names

• Olivia Tirrill