Oak Asset Management, LLC

Janet Robinson is a financial advisor at Oak Asset Management, LLC with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Asset Management since 2017, following eight years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she has been an insurance agent since 1984. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans and other business entities, providing discretionary asset management and investment consulting. The firm emphasizes fundamental stock selection and strategic asset allocation and operates exclusively as a wrap-fee program sponsor, including retirement plan consulting within its advisory services.

Thomas Robertson is a financial advisor with Oak Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Wells Fargo Advisors Financial Network LLC and UBS Financial Services. In addition to his advisory work, he has been an insurance agent since 1997. Oak Asset Management provides discretionary portfolio management and retirement plan consulting to individuals, trusts, and business entities. The firm employs a dividend-growth core investment philosophy combined with asset allocation and both fundamental and technical analysis, offering a wrap-fee program that includes borrowing options and no transaction costs for clients.

David Watson is a financial advisor with Oak Asset Management, LLC in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 before joining Oak Asset Management in 2017. Outside of his advisory role, he has been licensed as an insurance agent since 2010. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension plans, and other business entities, providing discretionary asset management and investment consulting. The firm focuses on fundamental stock selection and strategic asset allocation, operating exclusively as a wrap-fee program sponsor and offering retirement plan consulting within its wrap advisory services.

Jack Noe is a financial advisor with Oak Asset Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Oak Asset Management since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and other business entities, providing discretionary asset management and investment consulting. The firm’s investment approach focuses on fundamental stock selection and strategic asset allocation, operating exclusively as a wrap-fee program sponsor and including retirement plan consulting within its wrap advisory services.