Andy Basinger

Managing Director at Live Oak Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Wilmington, North Carolina, United States, US
Skills

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Bio

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Experience

  • Live Oak Private Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director
      • Sep 2018 - Present

      Andy Basinger, CFP is a Managing Director at 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 Basinger, CFP is a Managing Director at 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.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President
      • Jan 2004 - Aug 2018

      Relationship Manager - The Private Bank Relationship Manager - The Private Bank

  • Allied Capital
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Associate
      • May 2001 - Oct 2003

Education

  • UNC Kenan-Flagler Business School
    MBA
    1999 - 2001
  • Hampden-Sydney College
    BA, Economics
    1990 - 1994

Community

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