About Us
Our Services
Red Oak Advisors, LLC works with each client to formulate a proactive, individualized asset allocation plan that takes into consideration both risk and return.
We implement the plan utilizing both active and passive investments.
We monitor the plan on an ongoing basis and provide quarterly analysis and rebalancing recommendations.
A Proven Approach
We start by explaining the different ways we can help. We then analyze your goals and compare them to your current portfolio. We will recommend an investment strategy designed to meet your risk tolerance.
Why Us
Red Oak Advisors, LLC is a small, family business. We are fully focused on the individual client. We are fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
Our Team
William French
William has been a Financial Advisor since 1987. He began his career with Merrill Lynch. After his time with Merrill Lynch, he became Senior Vice President and Branch Manager with Pru-Bache, UBS, and Morgan Stanley. He became a registered investment advisor (RIA) in 2013 and founded Red Oak Advisors in 2017. William also maintains his broker-dealer registration thru Purshe Kaplan & Sterling.
His investment philosophy centers around asset allocation using a wide variety of diversified investments. Each client’s needs are individually assessed and a tailored investment strategy is created.
William received his BBA from MS State University in both Marketing and Banking and Finance. He was a 3 year letterman for the Bulldog’s Football team.
Venessa Voyles
Venessa began her career in 2011 in accounts payable at Multi-South Management Services. In 2013, she joined William and took the position of Client Service Manager. When Red Oak Advisors, LLC was founded in 2017, she became the Office Manager/ Client Service Manager. Taking care of each client is her top priority.
Venessa loves to spend time on her farm and travel.