CoverProfile

Bill Collier

Managing Director

Live Oak Private Wealth

United States, North Carolina, Rocky Mount

About Me

Bill Collier is a Managing Director at Live Oak Private Wealth. With extensive experience in portfolio management, client relationship management and business development, Bill plays an integral role in the success of Live Oak Private Wealth. Bill has worked in the securities industry since 1983 when he began his career with Merrill Lynch. He joins Live Oak Private Wealth after four years with Jolley Asset Management, where he served as principal and senior portfolio manager. Prior to that, Bill served as Vice President of the Trust and Investment Management division at Central Carolina Bank, which later became SunTrust. There, he co-managed the publi

View more

Profile Information

Managing Director

Live Oak Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Rocky Mount

North Carolina

United States

Aug 6, 2024

Work Experience

Live Oak Private Wealth

Managing Director
Apr 2020 - Present
Email: bill.collier@liveoakprivatewealth.com

More profiles to browse

BC
Bill Coleman
Managing Director & Co-Chief Investment Officer
AB
Andy Basinger
Managing Director
Profile Photo
Frank Jolley
Managing Director & Co-Chief Investment Officer
CK
Connor Keller
Managing Director

You Might Like

RD
Russ Degitz
Principal
Huntington University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services