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Laura M
Series 63, Series 65
Asheville, NC
White Oak Financial Management, Inc
Laura Mccue is a financial advisor with White Oak Financial Management, Inc. in Asheville, NC, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with White Oak Financial Management since 2003. In addition to her advisory role, she is also an independent insurance agent offering life insurance, fixed annuities, and long-term care insurance. White Oak Financial Management provides personalized financial strategies and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes risk management and capital preservation through a combination of strategic and tactical asset allocation, utilizing a range of investment vehicles and employing both quantitative and qualitative analysis in portfolio management.
Brent F
CFP®, Series 66
Asheville, NC
White Oak Financial Management, Inc
Brent Ford is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with White Oak Financial Management, Inc. since 2015. White Oak Financial Management provides personalized financial strategies and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes risk management and capital preservation through strategic and tactical asset allocation, utilizing a range of investment vehicles and periodic portfolio rebalancing.
Luke G
Series 63, Series 65
Asheville, NC
White Oak Financial Management, Inc
Luke Gerolimatos is a financial advisor at White Oak Financial Management, Inc with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at W&S Brokerage Services and Western & Southern Life. Outside of finance, he contributes to Mountain Area Community Services, providing support and input for individuals with disabilities. White Oak Financial Management offers personalized financial strategies and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes risk management and capital preservation through a combination of strategic and tactical asset allocation, utilizing a variety of investment vehicles and periodic portfolio rebalancing.
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