Client Relationship Manager
Amy joins Live Oak Private Wealth with extensive experience in financial administration support. She previously served clients at a large regional brokerage and investment banking firm and was focused on delivering individual administrative and sales support to financial consultants, the business marketing manager and portfolio management officer. Amy is a graduate of Clayton State College. Amy is very involved with her church family, Winter Park Baptist Church, and enjoys spending downtime with her husband and daughter going to the movies, camping and exercising.