Helping you plan a bright future!
Helping you plan a bright future!
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.
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.
Red Oak Advisors LLC is a small, family business. We are fully focused on the individual client. We’re all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
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 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 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.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 4pm
Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC. Headquartered at 80 State St., Albany NY 12207. Red Oak Advisors LLC and PKS are not affiliated Companies.
Copyright © 2018 Red Oak Advisors, LLC - All Rights Reserved.
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