We would not be where we are today without Sharon's significant contribution to building the firm and serving our clients.
Minneapolis, MN (PRWEB) April 19, 2011
White Oaks Wealth Advisors, Inc. announced today that Sharon Bloodworth has been named President of the firm. Ms. Bloodworth previously served as Vice-President and has been with White Oaks for 10 years. Bob Klosterman continues with the firm as Chief Executive Officer and Chief Investment Officer.
“Sharon’s role has been and continues to be critical in the growth and success of White Oaks,” remarked Mr.Klosterman. “We would not be where we are today without Sharon's significant contribution to building the firm and serving our clients. Clients can take great comfort in the knowledge that we have a long-term plan and that it is being successfully carried out. Sharon’s role is and will continue to be critical in this process” he added.
Ms. Bloodworth resides in Plymouth,MN and has one daughter. She is active in Rotary and is slated to be President of Minneapolis Club #9 in the 2012-2013 year. She also serves on the Governor appointed Minnesota Academic Excellence Foundation Board and was named in the Minneapolis Business Journal in 2010 as a business and community leader in their “Forty under 40” list.
White Oaks Wealth Advisor's Inc. is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.