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DirectoryAlex Duty
Work history
White Oaks Investment Management
Portfolio ManagerCurrent (about 11 years)The Roseline Financial Group, LLC
Research StaffJun 2006 - Apr 2014 (almost 8 years)
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Description
White Oaks Wealth Advisors is the wealth management and financial planning firm for high net worth clients from Minneapolis-St. Paul, MN, Sarasota, FL and beyond.
Company phone+16124556900
Company websitewhiteoaksinv.com
LocationSarasota, Florida, United States, 1717 2nd St
Industryinvestment management
Employees3
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