Stephen T. Satterlee, RFC, CMFC
President- Wealth Advisor
985-624-8918
stephen@liveoakwealthmanagement.com
With extensive experience in the financial, corporate & estate arenas since 1985, Stephen serves selected corporate, individual and estate clients in retirement, investment management, corporate and estate planning. He is the Founder...
James W. (Jim) Burris, AAMS
Wealth Advisor
985-624-8918
James has many years of experience in Asset Management, Corporate Consulting and Wealth Management since 1972. He spent the previous eight years with Smith Barney (currently Morgan Stanley Smith Barney) in New Orleans implementing...
Raymond Jenkins
Wealth Advisor
985-624-8918
Ray has 20+ years in Wealth Management, Financial Services and Corporate Planning. He spent the previous 9 years with Edward D. Jones & Co. in Mandeville. Ray is the Founder of "Referrals with a Purpose" which was established in...
Daniel J. Haar, IV
Wealth Advisor
985-624-8918
Tracie G. Weaver
Branch Administration Manager
985-624-8918
Tracie provides assistance to Stephen Satterlee, the branch manager/ principal and other investment advisor representatives at Live Oak Wealth Management, LLC. She has been in the securities business for 20 years. Tracie worked 10...
Anne Satterlee
Branch Accounting Manager
985-624-8918
Anne has a degree in Finance from University of Louisiana, she works with Live Oak Financial Group to serve our clients.
