As CEO and Owner of White Oaks Wealth Advisors, Sharon Bloodworth exemplifies leadership and positive influence. Her transformative journey saw her elevate the firm to new heights, culminating in her buy-out of the company in 2017. This achievement solidified White Oaks as one of the largest independent investment advisory firms owned solely by a woman in Minnesota and Florida.

Sharon is a strong advocate for her clients in all areas of their financial life. Early in her career, starting in 1993, she held various positions at American Express Financial Advisors and Lord, Abbett & Co in New York City. She has received numerous accolades, including the Marty Baskerville Philanthropy Award and the Vistage CEO Lifetime Achievement Award, highlighting her dedication to service and excellence in leadership.

Beyond the boardroom, Sharon is passionate about Rotary. She served as President of Rotary Club #9 in 2012 and will become Rotary District Governor in July 2024. Her courageous spirit and philanthropic efforts have had a global impact from spearheading the largest fundraiser in her District’s history to championing education initiatives.

Sharon's commitment to empowering women and fostering financial literacy is profound. She coaches the top 150 women in tennis in financial behaviors. Her life goal is to use her company as a means to take care of her clients and help them live their best lives.

About White Oaks

• White Oaks is an independent and private, fee-only wealth management firm with offices in Sarasota and Minneapolis.

• Key services include investment management, financial planning, wealth management, estate planning, tax planning, family office and philanthropic planning.

1717 2nd Street, Suite C,
Sarasota FL 34236
941.361.9000
WhiteOaksWealth.com