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Live Oak Private Wealth Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Live Oak Private Wealth is a mid-sized financial services firm based in Wilmington, North Carolina. Founded in 2020 through the acquisition of Jolley Asset Management, the company focuses on wealth and investment management for affluent individuals and families pursuing their financial goals. It emphasizes innovation, technology, industry expertise, and a personalized approach to support clients with a high-quality service experience.

Its team provides investment and wealth advisory services, wealth analytics and solutions, portfolio development, and planning across business, estate, retirement, and financial needs. As a trusted financial partner, the firm aims to support clients with expert insight, collaboration, and care to help wealth grow over time.

Find Live Oak Private Wealth employees' phone numbers or email addresses

Live Oak Private Wealth Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Live Oak Private Wealth's Leadership

  • Stylized image of a person
    F. J.
    Co-Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Managing Director And Co- Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Vice President, Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Vice-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. I. M.
    Client Relationship Manager
    Phone icon
    Mobile Phone

Live Oak Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Live Oak Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Wealth And Estate Advisor
    Phone icon
    Mobile Phone
    United StatesDelaware
    Jun 08, 2026
  • Stylized image of a person
    A. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    D. H.
    Sr. Fiduciary Advisor And Director Of Operations
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026

Frequently Asked Questions

What is Live Oak Private Wealth known for?

Minus sign iconPlus sign iconLive Oak Private Wealth was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 1741 Tiburon Drive Wilmington, North Carolina 28403 United States; you can contact the main corporate office by phone at
+1-910-790-****
. Explore Live Oak Private Wealth's company overview page for more information.

What is Live Oak Private Wealth's most common email format?

Minus sign iconPlus sign iconLive Oak Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Live Oak Private Wealth email formats with LeadIQ.

How many employees does Live Oak Private Wealth have currently?

Minus sign iconPlus sign iconLive Oak Private Wealth has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Live Oak Private Wealth's key employees and leadership?

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As of June 2026, Live Oak Private Wealth's key employees include:

  • Co-Chief Investment Officer: F. J.
  • Managing Director And Co- Chief Investment Officer: B. C.
  • Vice President, Client Services: J. R.
  • Vice-President: T. S.
  • Managing Director: A. B.

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