Client Relationship Manager
Missy joins Live Oak Private Wealth with 30 years of experience in financial administration. She previously served clients at a large regional brokerage and investment banking firm. In addition to servicing clients, Missy provides portfolio management support by assisting with the research efforts and the trading of the Live Oak Private Wealth portfolios. Missy is a graduate of Appalachian State University. When she’s not at work, you can find Missy and her husband relaxing on the boat or at the beach. She is an avid fan of the Atlanta Falcons and NC State Wolfpack, and you can find her tailgating with friends during football season.