We are excited to have Betsy join us. We work with many key corporate executives. Her experience as a corporate insider gives her great insight to the needs and wants of our clients.
MINNEAPOLIS (PRWEB) September 25, 2020
White Oaks Wealth Advisors Inc., an independent, woman owned wealth management firm in Minneapolis, MN is excited to announce their new hire, Betsy England as Wealth Manager. In her new role Betsy will provide financial planning assistance and advice.
Sharon Bloodworth, CEO states: “We are excited to have Betsy join us. We work with many key corporate executives. Her experience as a corporate insider gives her great insight to the needs and wants of our clients.”
Betsy graduated from The University of Chicago with a bachelor's degree in English Literature. After an MA from New York University’s Tisch School of the Arts and three years in the performing arts world, Betsy decided to capitalize on her quantitative skills by attending The University of Chicago Booth School of Business, earning an MBA with concentrations in finance and accounting. Betsy then spent seven years on the financial planning and analysis team at Target Corporation, where she held roles ranging from performing discounted cash flow analysis on investments to leading teams and professional development programs. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ certification and her International Coach Federation life coaching certification.
White Oaks Wealth Advisors, Inc. is a private, fee-only Wealth Management Firm with offices in Minneapolis, MN and in Sarasota, FL. The firm offers an advisory team with over 100 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 "Gulf Coast 500" by Business Observer, "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, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.