An extraordinary 30-year industry veteran, wealth man- ager Sharon Bloodworth is no stranger to Sarasota Magazine, having been profiled as an Impact Maker in 2023 and 2024 and a Woman of Influence in 2024.

Who is Sharon? She is a professional who leads with kindness, inspired by her role model, Marilyn Carlson-Nelson. Her success is built on the foundation of her dedicated, long-tenured staff, who fondly refer to themselves as her "family." “Our team operates like a finely tuned Olympic team,” Sharon says. They model their approach on one of the world’s most successful institutions—the Mayo Clinic. Their philosophy is that every client deserves a team with diverse expertise (CPA, CFP®, CFA), one that is timely, efficient, and provides personalized, unhurried service. With the latest financial planning insights and investment opportunities, this is what they love to do.

White Oaks was founded in Minneapolis, MN, and has had a permanent office and staff in Sarasota for the past 10 years. Minneapolis, known for its high concentration of Fortune 500 company headquarters, provided the foundation for White Oaks, as they began by helping top executives manage their stock options and investments. As their clients retired and relocated to states with better tax benefits and weather, White Oaks followed, becoming the go-to firm for baby boomers and, often, widows.

“As we age, we need professionals to be strong advocates for us, so we don’t have to burden our family. One of the most frequent new client profiles is the male breadwinner bringing his family to us to look after should anything happen to him,” says Sharon.

1717 2nd Street Suite C,
Sarasota, FL 34236
(941) 361-9000
WhiteOaksWealth.com