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Edward Jones-Financial Advisor: Olivia Zwetzig

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Bay City, MI
Edward Jones-Financial Advisor: Olivia Zwetzig

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Throughout my life, helping others has been an integral part of who I am. This is exactly what our Financial Advisor did for us so many years ago.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. From an early age I was instilled with a passion for learning which prompted me to obtain my undergraduate and master's in education. I utilized this in the private sector helping various local and global organizations refine and implement their learning and change management programs all while placing special emphasis on their people, the heart and soul of the organization. My husband Todd and I have two children which we thoroughly enjoy watching participate in a variety of sports. We also enjoy the outdoors and taking advantage of the various seasons of Michigan, our home state. The first time we met with our Financial Advisor was when we got pregnant with our first child, and we are so very grateful that we had his perspective and education to make solid choices for the future. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. If this is what you're looking for or are even just curious about how we can partner to reach your goals, I would be honored to connect with you. Contact me today! Member SIPC.
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11/02/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

11/01/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/30/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/48l9qi2

10/26/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/25/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4i7aTOP

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/21/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/19/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/18/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4jXnZzr

Address

617 Washington Avenue
Bay City, MI
48708

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19893915023

Website

http://www.edwardjones.com/olivia-zwetzig

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