Troy B.

About Troy B.

Oak Capital Management, LLC is a comprehensive Financial Services and Wealth Management firm. Our mission is to help clients with their financial goals and give them the guidance to achieve financial independence. Through our state of the art planning platform, our client\'s lives are simplified through online access to all thier accounts. Our process and independent research have differentiated us as leaders in our industry. We customize our financial programs and strategies for each client, one at a time, and meet with them regularly to monitor their progress. Combined, our professionals have over one-hundred years experience in financial planning and wealth management, while our staff are eager to help you when needed. Contact our firm today or call (84••••••78 to arrange a no-cost, no-obligation consultation. We will evaluate your situation and discuss how our experience in financial planning and wealth management can benefit you.

Experience

1. Managing Partner

   Oak Capital Management, Llc

   Jan 2010 — Present · Charleston, SC

Education

• The American College of Financial Services

  CAP® (Chartered Advisor in Philanthropy®)

  2001 — 2002

• The American College of Financial Services

  CLU® (Chartered Life Underwriter®)

  2011 — 2012

• The American College

  ChFC® (Chartered Financial Consultant®)

  2001 — 2001

• Yale School of Management

  Executive Education - Wealth Management Theory and Practice

• Yale School of Management

  Executive Education - Investment Management Theory and Practice

• College for Financial Planning

  Master of Science in Finance Degree (MSF), Financial Analysis Major

• Georgia Southern University

  BBA, Finance and IS