White Oaks Investment Management Employee Directory

Investment ManagementFlorida, United States2-10 Employees

White Oaks Investment Management is a fee-only investment management firm serving high net worth individuals and families in Sarasota, Bradenton, Longboat Key, Tampa, and beyond. 

The White Oaks philosophy is based on decades of investment management experience and a belief that a well-diversified strategy will likely provide the best outcome.

Contact us to schedule a “Right Fit” meeting with our team to make sure we are the right fit for managing your investments.

*Information that appears on White Oaks social media accounts should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. LinkedIn "likes" are not considered testimonials.

Find White Oaks Investment Management employees' phone numbers or email addresses

White Oaks Investment Management Global Highlights

North America
7

United States Of America
7

White Oaks Investment Management's Leadership

A. D.
Portfolio Manager
Mobile Phone
Email
R. D.
Project Manager
Mobile Phone
Email
K. L.
Wealth Management Consultant
Mobile Phone
Email
F. K.
Trading And Research Analyst
Mobile Phone
Email
L. D.
Financial Advisor
Mobile Phone
Email
S. C.
Housekeeper
Mobile Phone
Email
J. L.
Mobile Phone
Email

Contact profiles from White Oaks Investment Management

Name

Title

Contact Info

Location

Last Update

A. D.
Portfolio Manager
Mobile Phone
Email
Nov 15, 2025
R. D.
Project Manager
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
K. L.
Wealth Management Consultant
Mobile Phone
Email
United StatesNorth Carolina
Dec 15, 2025
F. K.
Trading And Research Analyst
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
L. D.
Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Feb 23, 2024
S. C.
Housekeeper
Mobile Phone
Email
United StatesTennessee
Sep 09, 2025
J. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is White Oaks Investment Management known for?

White Oaks Investment Management operates in the Investment Management industry. The company's main headquarters is located in 1717 2nd Street, Suite c; you can contact the main corporate office by phone at

+1-800-596-****

. Explore White Oaks Investment Management's company overview page for more information.

What is White Oaks Investment Management's most common email format?

White Oaks Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more White Oaks Investment Management email formats with LeadIQ.

How many employees does White Oaks Investment Management have currently?

White Oaks Investment Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are White Oaks Investment Management's key employees and leadership?

As of December 2025, White Oaks Investment Management's key employees include:

Portfolio Manager: A. D.
Project Manager: R. D.
Wealth Management Consultant: K. L.
Trading And Research Analyst: F. K.
Financial Advisor: L. D.

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