Tracie G. Weaver
Branch Administration Manager
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 over 20 years. Tracie worked 10 years with Smith Barney (currently Morgan Stanley Smith Barney) as a Senior Client Services Associate and, more recently, 2 years with Merrill Lynch as a Client Service associate. Her vast experience has been valuable in assisting investment advisor representatives.