Client Relationship Manager
Amy Bennett is a Client Relationship Manager at Live Oak Private Wealth. She works with new clients to ensure that their relationship with Live Oak Private Wealth begins strongly and is successful from paperwork to transition of assets. Amy’s superior service standards are critical to the cultivation of client relationships, and she works hard to make sure they feel like they’re part of the Live Oak Private Wealth family.
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.