Live Oak Wealth Management, LLC logo

Live Oak Wealth Management, LLC jobs and careers

United States

About Live Oak Wealth Management, LLC

This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.

Founded
1996
Employees
1 to 10
Headquarters
United States

Leadership

The top of Live Oak Wealth Management, LLC's org chart, with how many people report into each leader.

SSPhoto of Stephen Satterlee

Stephen Satterlee

Wealth Advisor/ Principal

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