Andy Oakes joined LeConte Wealth Management in January 2009 to direct the firm’s financial planning operations.  He complements the firm’s asset management efforts by helping clients efficiently bridge the connections between their investments and their overall financial goals.

With over ten years of industry experience, Andy’s work is focused on crafting complex financial planning solutions for clients.  After developing and implementing a financial planning platform for another independent firm, Stanfill Wealth Management, he fulfilled an interest in public service as a United States Peace Corps Volunteer on a community economic development project in Ukraine from 2006 to 2007.  He was most recently affiliated with Merrill Lynch in Knoxville, TN.

A native Tennessean, Andy graduated from Furman University in 1998, with a Bachelor of Arts degree in Political Science.  He holds Series 7, 63, and 66 registrations through Commonwealth Financial Network, and life and health insurance licenses through the State of Tennessee.