Livingston Wealth Management, LLC
Livingston Wealth Management, LLC team

Livingston Wealth Management, LLC has been helping clients work toward their financial goals since 1997.

Company Focus
Team Biographies

>> Daniel L. Livingston, CFP®

>> Kyle E. Livingston

>> Andrea Agosta

>> Garnett A. Kellam
Our Business Approach



Kyle E. Livingston, Financial Consultant

Kyle E. Livingston

Kyle is a graduate of Salisbury University with a degree in Finance. As such, he has satisfied the educational requirements of the Certified Financial Planners Board of Standards and is currently an exam candidate for the CFP® designation. Upon his forthcoming completion of the Board of Standards' "Four E's" (education, experience, examination, and ethics), Kyle will obtain the highest designation in the financial planning vocation, the Certified Financial Planner®.

Presently, Kyle is working closely with his father, Dan Livingston, CFP®. Kyle is instrumental in assisting his father to help clients manage their financial goals. He participates in our management of client assets, prepares client-related financial analyses, and assists in client meetings.

Kyle and Caryn, his wife of three years, bought their first house in September of 2015. They are both active in their church, Allen Memorial Baptist Church of Salisbury, Maryland, serving as leaders in the youth ministry and also leading a Bible study for millennials.

Kyle is also an active member of the Salisbury Jaycees, where he has also served on the board of directors since November of 2013.

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