Angel Bolton, CFP®
Angel joined Live Oak Private Wealth in 2021 as a Wealth Advisor specializing in financial planning. In her role, she manages and maintains relationships with clients by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
Angel graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration and received her CERTIFIED FINANCIAL PLANNER™️️ certification in 2006. Angel has over 20 years of wealth management experience encompassing trust administration, financial and philanthropic planning, wealth transfer strategies, life insurance needs analysis, and client relationship management.
Angel and her husband Richard spend most of their personal time at the baseball field with their son, George, and at the soccer field with their daughter, Jada. In addition, Angel manages to make time for runs and enjoys snow skiing with the family. She is a member of her church’s finance committee, and she is Vice President of the kids’ middle school PTA.