Livingston Wealth Management, LLC: Our Company

OUR FOCUS: INVESTING FOR YOUR FUTURE

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

Company Focus

Team Biographies

>> Daniel L. Livingston, CFP®

>> Kyle Livingston

>> Andrea Agosta

>> David Livingston

Our Business Approach

Company

TEAM BIOGRAPHIES

Andrea Agosta, Office Manager

Andrea is our office manager. Originating from New York, she is a highly experienced veteran in the financial services industry. Her knowledge of back office operations, account maintenance procedures, and cash management is rarely equaled. Andrea has been a veteran in our industry since 1996, she is truly an asset to us, but most especially, our valued clients.

Email Andrea

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