Olivia A. Mussett, CFP® is the founder of Mussett Wealth Management, LLC, an independent, fee-based financial planning firm located in Rensselaer, New York. Olivia focuses on providing comprehensive financial planning and investment management to individuals, families, small businesses and charities. She works directly with clients to structure and implement successful financial plans, to include appropriate asset allocation and investment planning, as well as retirement and risk planning.
Olivia began her career in the Financial Services industry in 1998 with Banc of America Investments in Jacksonville, Florida. In this role, she analyzed and monitored client portfolios and implemented adjustments to their investment strategy. In 2001, she joined Prudential Securities in Albany, NY, where she managed all aspects of investment administration for two independent investment teams. In 2002, she was a Relationship Manager with Curran Advisory Group of Wachovia Securities and later Curran Investment Management, where she created and managed financial plans for high net worth clients.
Olivia is a 2004 graduate of The American College’s CFP® Certification Program, successfully completing studies in financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. In 2005, she earned the CERTIFIED FINANCIAL PLANNER™ designation. She was a Series 7, 63 and 65 investment advisor and is currently licensed in life, accident and health insurance. She has completed the NYS Partnership for Long-term Care Insurance training.
Olivia is Chairperson for the Programs Committee and serves on the Board for the Financial Planning Association of Northeastern New York. She is a member of the Women’s Business Council of the Albany County Chamber of Commerce, a volunteer with Junior League and is the proud leader of Brownie Girl Scouts Troop # 1195.
Her goal is to build long-term relationships with her clients based on trust and integrity and to expand her business through referrals from satisfied clients.
Helen Carroll, CFP®, QPFC joined Mussett Wealth Management in August 2014. Helen focuses on both retirement plan consulting services to business clients as well as comprehensive financial planning services to individual clients.
Helen has been involved in the financial services field for many years. She worked for both Troy Savings Bank and First Niagara Bank as an Assistant Vice President and Branch Manager. In 2005, Helen joined the Financial Services division of Jaeger & Flynn Associates. She was soon promoted to the Vice President of that department and she managed both retirement plan and individual client relationships. Her responsibilities included retirement plan consulting, investment analysis and advice, portfolio management, fee analysis and financial planning. Helen joined Direct Retirement Solutions in 2009 where she managed a portfolio of retirement plan clients. In that role she was responsible for plan management and design, investment advisory services, fiduciary oversight & consulting, and participant education & advice.
Helen is a 1998 graduate of The College of Financial Planning College’s CFP® Certification program, successfully completing studies in financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. She is a CERTIFIED FINANCIAL PLANNER™ professional. She was a Series 6, 63 and 65 investment advisor and is currently licensed in life, accident and health insurance. She also holds a QUALIFIED PLAN FINANCIAL CONSULTANT credential from the American Society of Pension Professional and Actuaries. .
Helen is Co-Chairperson of the Albany NY NEDA Walk 2014. She is also a member of the Make It Count Networking group.
Her goal is to provide “best in class” retirement plans and financial plans to both business and individual clients. She would also like to grow her client base through referrals and recommendations from satisfied clients and business partners.