LeConte Wealth Management, LLC, in Alcoa announced this week the addition of Andy Oakes to its staff as a financial advisor.
Oakes brings more than 10 years of industry experience to LeConte Wealth Management, where he will be responsible for the independent financial firm’s operations. In his new position, Oakes will contribute to the firm’s asset management efforts by helping clients efficiently bridge the connections between their investments and their overall financial goals.
With a bachelor’s degree from Furman University, Oakes holds Series 7, 63 and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network, as well as life and health insurance licenses through the State of Tennessee.
Prior to joining LeConte Wealth Management, Oakes worked with Merrill Lynch in Knoxville. His other experience includes developing and implementing a financial planning platform for Stanfill Wealth Management. Oakes also spent one year as a United States Peace Corps volunteer in the Ukraine on a community economic development project.
LeConte Wealth Management was established in 2007 and is located at 269 Cusick Road in Alcoa. For more information, visit www.lecontewealth.com