William Milton is a founding member and Senior Partner of Oak Capital Management, LLC. William has been in the industry since his start with Equitable Advisors over 19 years ago. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.
William truly gets satisfaction out of helping individuals, businesses and organizations reach their financial goals. By combining his knowledge and experience in financial services with his focus on building lasting relationships, William is determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Working together, William and his clients use his ability to design an investment strategy that addresses their unique needs and helps them reach their goals.
William received his bachelor’s degree from Morehouse College and subsequently earned his Master’s in Business Administration from Georgia Southern University. Through commitment to continued education, William has also earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He also holds FINRA series 7, 63, 65, and 24 registrations.
Outside of the office, William enjoys reading, listening to a variety of different music, staying active in the community, and spending time with his wife Dominique and their three children; Gabrielle, William, and Danhielle.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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.
Stocks, Bonds, ETFs
Longevity Income Solutions
Future Needs Analysis
Cash Flow Analysis
Net Worth Analysis
Trust Asset Management
Retirement Needs Analysis
Social Security Strategies
Required Distribution Planning
Roth Conversion Analysis
Disability Income Insurance
Long Term Care