Why are White Oaks Advisors the Faces of Wealth Management?

Sharon, the CEO of White Oaks, one of the largest private investment firms in Florida owned solely by a woman, is a trailblazer in the world of finance and money management. She is a respected 30-year industry veteran and her firm has a client tenure average of 17 years.  

“When I found out our clients stay an average of 17 years, my heart skipped a beat with joy. We love our clients,” Sharon said.  

The staff tenure at White Oaks Wealth Advisors is also impressive, with the majority of Bloodworth’s staff having been with her for over 10 years. She values gold-standard industry credentials, strong critical thinking skills and kindness in her staff, and they have that in abundance.

A transplant from the UK with a small family, Sharon designs her firm with her future in mind. She knows that as she ages, she will need professionals to care for her and her finances. 

“I would want to have an independent company that gives me access to the investments and service levels that a $100 million investor would get. Every month I get emails from suitors to buy or merge with our firm. We know how special we are and plan to stay as a little independent oasis for clients in a desert of impersonal behemoths. Our clients come first.” 

For fun, Sharon serves as a District Governor for Rotary 2024-2025 and volunteers her time coaching the top 150 women in global tennis on financial behaviors. 

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