In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, provides a short summary at the front of the video and a deeper analysis beyond that. 2021 looks like it is going to be a good year. We take a look at why we believe that, as well as a look at what could derail the train.
Sharon is the CEO of White Oaks and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993 and includes positions at American Express Financial Advisors as a Financial Advisor and Lord, Abbett & Co LLC as a Client Liaison in New York.
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