Live Oak Private Wealth, LLC

Daniel Hughes is a CFP® with six years of industry experience, currently serving as a financial advisor at Live Oak Private Wealth, LLC since 2018. Prior to joining Live Oak, he worked at Wells Fargo Bank, N.A. for eight years. Live Oak Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm follows a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a private-equity mindset in public markets.

Andrew Basinger is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2018 and previously spent 14 years with Wells Fargo Advisors LLC. Live Oak Private Wealth serves individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and uses a private-equity mindset to manage concentrated portfolios across various asset classes.

Terry Sapp is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2020 and previously spent 16 years at Jolley Asset Management, LLC. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, consulting, and discretionary investment management with a conservative, value-oriented approach focused on capital preservation and a multi-year horizon.

Amanda Miars is a financial advisor at Live Oak Private Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked for Murchison, Taylor & Gibson, PLLC for eleven years. Outside of her advisory role, she co-owns and manages a short-term rental property in Atlantic, North Carolina with her husband. Live Oak Private Wealth serves individuals, families, and institutional clients by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon, focusing on capital preservation and concentrated portfolios.

Connor Keller is a financial advisor at Live Oak Private Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Securities, LLC and Scott & Stringfellow, Inc. since 2004. Live Oak Private Wealth serves individuals, high-net-worth families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a conservative, value-oriented investment approach focused on capital preservation and a multi-year horizon, managing concentrated portfolios with an emphasis on businesses with sustainable competitive advantages.

William Collier is a financial advisor at Live Oak Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jolley Asset Management, LLC from 2016 to 2020 before joining Live Oak Private Wealth. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as various institutional clients, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon and manages concentrated portfolios emphasizing businesses with sustainable competitive advantages.

Frank Jolley is a CFA® charterholder with over 22 years of experience in the financial industry. He has been with Live Oak Private Wealth, LLC since 2020, following more than two decades at Jolley Asset Management, LLC. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, providing financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios that emphasize businesses with sustainable competitive advantages.

Mary Bolton is a CFP® professional with four years of industry experience, currently serving as an advisor at Live Oak Private Wealth, LLC. She previously worked at Wells Fargo Private Bank and Beacon Wealthcare. Live Oak Private Wealth serves high-net-worth individuals, families, and institutional clients, providing financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and a multi-year horizon, managing concentrated portfolios with an emphasis on businesses with sustainable competitive advantages.

John Coleman III is a financial advisor at Live Oak Private Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Coleman has been with Live Oak Private Wealth since 2018. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a mix of public and private investment vehicles.