Sharon Bloodworth, CEO, CFP® White Oaks Wealth Advisors, Inc.
"At age 49 I have told both organizations that I am extremely grateful and to watch this space as the best is still to come!"
MINNEAPOLIS (PRWEB) October 01, 2019
White Oaks Wealth announces today that CEO, Sharon Bloodworth has received a Vistage Lifetime Achievement Award. Lifetime achievers are members who have a track record of decisions whose benefits permeate the company, community and beyond. Drawn from substantial experience, winners have shared their wisdom to support fellow members. They inspire. Sharon has been with Vistage for 13 years and exemplifies a spirit of continued growth and learning.
Founded in 1957, Vistage Worldwide is designed exclusively for high-integrity CEOs and executive leaders who are looking to drive better decisions and better results for their companies, families and communities. Members gather in confidential peer groups, led by an accomplished business leader, to gather fresh perspectives and objective advice on their toughest challenges. Today, more than 22,000 executives across 20 countries rely on Vistage. In Minnesota, Vistage member companies generate $9.3 billion in annual revenues and employ more than 33,000 people. There are over 400 CEOs and key executive members.
Sharon states, “I never dreamed I would be recognized by Vistage with their lifetime achievement award. This award has come about six months after I received my Rotary club's lifetime philanthropy award. At age 49 I have told both organizations that I am extremely grateful and to watch this space as the best is still to come!"
Sharon has worked in the financial services industry for over 25 years working at Lord Abbett in New York City, American Express Financial Advisors and White Oaks. Born in the UK, she has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007 Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter –Sophia’s Sunshine School. It is her goal to build nine more and bring meaningful economic improvement to the area.
Sharon’s Minneapolis firm was named by CNBC as one of the top 100 fee-only firms in the country. Her Sarasota, Florida area firm, was ranked in Business Observer’s Top 500 list. She was honored as a 2013 “Top Women in Business” and a 2010 “Forty under 40” recipient by the Minneapolis St. Paul Business Journal. She has been quoted in CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She speaks at conferences and to CEO groups on market and economic issues, wealth planning and how to better prepare your next generation. She is currently writing a book on how not to ruin your children with money.
White Oaks is a boutique, high touch, high net worth and multi-family office advising and investment firm, with offices in Minneapolis, Minnesota and the Sarasota, Florida area. White Oaks Wealth Advisors is the largest 100% woman-owned registered investment advisory (RIA) firm in Minnesota and White Oaks Investment Management is one of the largest 100% woman-owned RIA’s in Florida. She manages over $400 million in assets including $350 million in privately held funds for accredited and super accredited clients. She is a strong advocate for her clients in all areas of their financial life including helping her key public and private c-suite clients negotiate in and out of their companies.
