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Prasad O
CFP®, Series 66
Mooresville, NC
Procyon
Prasad Oak is a CFP® certificant with 17 years of industry experience. He currently works at Procyon Advisors, LLC and has previously held roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a long-term, fundamental-analysis driven investment approach, managing portfolios primarily through non-discretionary mandates and offering a range of services such as investment management, financial planning, retirement-plan advisory, and support for private funds.
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