Pattie Olaya

Patricia (Pattie) Olaya is a Relationship Manager and Trust Specialist with Legacy Edge Advisors. She brings more than 30 years of experience in Trust Administration helping clients implement and maintain their estate plan and assisting with other financial matters.

Prior to Legacy Edge Advisors, Pattie was a Wealth Advisory Analyst at the Capital Group. Additionally, she was a Senior Personal Trust Administrator for 15 years at TIAA Trust company where she worked with over 300 clients representing $1.4 billion in assets.

Pattie began her role in Trust Administration at Citigroup Trust, and thereafter held similar positions at Morgan Stanley Trust Company, Deutsch Bank Trust Company and US Trust Co., Bank of America Private Wealth Management as Vice President and Senior Trust Officer.

Pattie holds a bachelor’s degree from St. John’s University. She has also completed training with the Cannon Trust School, the American Bankers Association Trust School, the New York Bankers Association Trust School and the Florida Bankers Association Trust School.

In 2016, Pattie relocated to Oviedo, Florida from New York City to be closer to her wonderful Dad and other family members and friends. Her favorite way to spend her free time is cooking for her loved ones. She also enjoys reading and swimming and has been working hard to learn the many movements in Tai Chi. She hopes to one day have her chef’s certification.