Live Oak Private Wealth, a subsidiary of Live Oak Bank, has several additions to its team, according to a news release.
Andy Basinger, Jason Carroll, Bill Coleman and Connor Keller will serve as managing directors for Live Oak Private Wealth, bringing together experienced professionals committed to providing a personalized approach to financial strategies, officials said in the release.
Officials said the company provides high-net-worth individuals and families with wealth and investment management strategies to their pursue financial goals.
Basinger joins Live Oak with more than 16 years of experience in wealth management. He brings a focused expertise in financial planning, officials said.
Basinger is a graduate of Hampden-Sydney College and the Kenan Flagler Business School at the University of North Carolina at Chapel Hill and is a certified financial planning professional.
) has been with Live Oak Bank for five years and has more than 20 years of experience in the investment advising and financial services industries. He previously served as managing director of the investment advisory lending team at Live Oak Bank and is a former manager of a multimillion-dollar RIA loan portfolio at Charles Schwab.
Carroll is a graduate of Clemson University.
) joins Live Oak with 32 years of experience in investment advising and brings a focused expertise in asset management, officials said. He previously served as an executive and financial adviser for a large regional brokerage and investment banking firm. Coleman is a graduate of Elon College.
Keller joins Live Oak with 20 years of experience in investment management. Officials said he brings a focused expertise in options trading to the team.
) previously served as a financial adviser for a large regional brokerage and investment banking firm. He is a graduate of Denison University in Ohio.