Live Oak Bank Launches Live Oak Private Wealth
“Live Oak Private Wealth is an opportunity to build on the financial services we offer to our clients,” said
Andy Basinger, Jason Carroll, Bill Coleman and Connor Keller will serve as managing directors for Live Oak Private Wealth, bringing together an experienced team of wealth management professionals committed to providing a personalized approach to financial strategies. As part of the Live Oak family of companies, Live Oak Private Wealth leverages technology, innovation and a state-of-the-art client experience to give this generation and the next tailored solutions to support and advance their objectives.
“We understand the complex obligations affluence affords and the strategies clients need to ensure their wealth continues to grow and prosper,” says Custer. “Live Oak Private Wealth offers a new approach to help clients achieve their goals. By leveraging the financial expertise each advisor brings to the team, combined with Live Oak’s cutting-edge ecosystem, we bring clients the proven and trusted guidance they expect and deserve.”
Basinger joins Live Oak with more than 16 years of experience in wealth management and brings a focused expertise in financial planning. He is a graduate of
Carroll has been with
Coleman joins Live Oak with 32 years of experience in investment advising and brings a focused expertise in asset management. He previously served as an executive and financial advisor for a large regional brokerage and investment banking firm. He is a graduate of
Keller joins Live Oak with 20 years of experience in investment management and brings a focused expertise in options trading. Keller previously served as a financial advisor for a large regional brokerage and investment banking firm. He is a graduate of
To learn more about Live Oak Private Wealth, visit www.liveoakprivatewealth.com.
About Live Oak Private Wealth
Live Oak Private Wealth, an SEC registered investment advisor, is a subsidiary of
Claire Parker, Senior Public Relations Manager
Source: Live Oak Bancshares, Inc.