Live Oak Wealth Management, LLC Employee Directory

Q: What is Live Oak Wealth Management, LLC known for?

Live Oak Wealth Management, LLC was founded in 1996. Live Oak Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementLouisiana, United States2-10 Employees

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.

Find Live Oak Wealth Management, LLC employees' phone numbers or email addresses

Live Oak Wealth Management, LLC Global Highlights

North America
13

United States Of America
12
Canada
1

Live Oak Wealth Management, LLC's Leadership

C. S.
Chief Financial Officer
Mobile Phone
Email
S. S.
President/ Wealth Manager
Mobile Phone
Email
T. W.
Assistant Manager
Mobile Phone
Email
T. W.
Branch Administratrion Manager
Mobile Phone
Email
S. S.
Wealth Advisor/ Principal
Mobile Phone
Email
D. H.
Financial Advisor
Mobile Phone
Email
A. B.
Administrative Assistant
Mobile Phone
Email
J. B.
Employee Benefits Consultant/ Associate Financial Advisor
Mobile Phone
Email

Contact profiles from Live Oak Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

C. S.
Chief Financial Officer
Mobile Phone
Email
United StatesTennessee
Oct 23, 2024
S. S.
President/ Wealth Manager
Mobile Phone
Email
United StatesLouisiana
Oct 21, 2025
T. W.
Assistant Manager
Mobile Phone
Email
Sep 09, 2025
T. W.
Branch Administratrion Manager
Mobile Phone
Email
United StatesLouisiana
Oct 26, 2025
S. S.
Wealth Advisor/ Principal
Mobile Phone
Email
United StatesLouisiana
Oct 27, 2025
D. H.
Financial Advisor
Mobile Phone
Email
United StatesLouisiana
Nov 13, 2025
A. B.
Administrative Assistant
Mobile Phone
Email
Oct 22, 2024
J. B.
Employee Benefits Consultant/ Associate Financial Advisor
Mobile Phone
Email
United StatesLouisiana
Oct 17, 2024
R. J.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Live Oak Wealth Management, LLC known for?

Live Oak Wealth Management, LLC was founded in 1996 operates in the Investment Management industry. The company's main headquarters is located in 7020 Highway 190 West Service Road, Suite a; you can contact the main corporate office by phone at

+1-985-624-****

. Explore Live Oak Wealth Management, LLC's company overview page for more information.

What is Live Oak Wealth Management, LLC's most common email format?

Live Oak Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Live Oak Wealth Management, LLC email formats with LeadIQ.

How many employees does Live Oak Wealth Management, LLC have currently?

Live Oak Wealth Management, LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Live Oak Wealth Management, LLC's key employees and leadership?

As of December 2025, Live Oak Wealth Management, LLC's key employees include:

Chief Financial Officer: C. S.
President/ Wealth Manager: S. S.
Assistant Manager: T. W.
Branch Administratrion Manager: T. W.
Wealth Advisor/ Principal: S. S.

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