Michael A. Roy II

Michael A. Roy II


My mission at Oak Capital is to light the path between you and your long term goals, while preventing decisions that can derail you from achieving them. As a financial planner, my focus is to bring simplicity to your financial world. I aim to help you with your every day lifestyle, work with you to develop solid financial habits while addressing areas of concern, and put practices into place to help you reach your desired lifestyle, today and tomorrow. The more clarity and simplicity I bring to your financial state, the more time you have to focus on what's important to you.

I have been an advisor with Oak Capital for nearly a decade, where our team shares over 150 years of combined experience in offices across the Carolinas. I hold a series 7 designation, as well as a series 66, which holds me to a fiduciary standard as your financial advisor. I have also achieved Equitable Advisor's Retirement Benefits Specialist designation, which certifies my advanced training in the 403(b) and 401(k) markets.

I am a native South Carolinian and a cum laude graduate of the College of Charleston, with a Bachelor of Science in International Business. I live on Daniel Island with my wife, Lisa, and our two young sons, Tripp & Cass. We're often found park hopping on our scooters, hanging at the pool and playing sports in the backyard. I also enjoy playing golf, swimming, and volunteering with The First Tee of Greater Charleston.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (843) 606-3563
Fax (843) 849-7644