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Live Oak Bank launches Live Oak Private Wealth

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Live Oak Bank has launched Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and families with wealth and investment management strategies.

“Live Oak Private Wealth is an opportunity to build on the financial services we offer to our clients,” says Live Oak Bank President Scott Custer. “We have set up an extremely talented team that is able to deliver a unique approach while leveraging technology to innovate in new ways across the industry.”
 
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 personalised 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.”

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