At Oak Capital we are looking to add a select few of experienced advisors to our team.  We are looking for advisors who want to be part of a growing, fee-based advisory firm, but only those who have a team mentality.  Our firm's vision can be summarized in the words of Babe Ruth:

"The way a team plays as a whole determines it's success.  You may have the greatest bunch of individual stars in the world, but if they don't play together, the club won't be worth a dime!"

With the multifaceted and often transient needs of today’s clients, it becomes crucial to develop your capabilities to meet them accordingly. An important consideration for any advisor is that clients generally prefer doing business with a firm, rather than an individual. Being part of a firm allows for added credibility in the eyes of clients while simultaneously allowing you to personally enjoy an opportunity to increase production by utilizing the skills of your teammates.

In a team, you can offer your clients a wider range of capabilities and services as a result of working with associates with skills complementary to your own.  Greater specialization by each individual advisor can be realized, which may ultimately result in a larger knowledge base by the collective team.  By having the ability to holistically support clients' needs, teams can enhance their service markedly.  In addition, advisors can individually achieve greater work-life balance, which translates into the potential for growth of business and productivity.

If you are a successful advisor, and want to discuss an opportunity with our team, please feel free to contact our Managing Partner at the following:

Troy R. Barrentine, MSF, CFP ®
(843)849-7878 ext. 130