
Andy Basinger
Managing Director
Live Oak Private Wealth
United States, Massachusetts, Wilmington
About Me
Andy Basinger is a Managing Director and Head of Live Oak Private Wealth. Combining financial planning expertise with superior client service, Andy plays a critical role in helping Live Oak Private Wealth clients achieve their financial goals. Andy joins Live Oak Private Wealth with more than 18 years of experience in wealth management and brings strong financial planning and investment skills. Before wealth management, Andy worked in corporate and investment banking and understands the unique challenges facing private business owners. He enjoys working with them to devise a plan for what is often their most treasured asset. Andy received his MBA from the Kenan-Flagler Business School at the
Profile Information
Managing Director
Live Oak Private Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Wilmington
Massachusetts
United States
May 15, 2024
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