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Troy R. Barrentine, MSF, CFP®, ChFC, CLU, CAP

Troy R. Barrentine, MSF, CFP®, ChFC, CLU, CAP

Managing Partner

Troy R. Barrentine is the founder and Managing Partner of Oak Capital Management, LLC. Troy started in the business in 1993 and focused on retirement, portfolio management, and estate planning. He joined his current broker-dealer, now Equitable Advisors, in 1995 and was asked to run the Charleston, SC office in 1998. As the Divisional Vice President, he recruited and trained many advisors and staff over his twelve-year management career, including most of the current Oak Capital team. He eventually left Equitable management to start Oak Capital in 2010.

Troy helps clients reach their personal and financial goals through holistic-financial planning that includes cash flow analysis, comprehensive wealth management, and advanced estate and tax planning. His clients often seek his guidance when they have a life change, such as retirement, divorce, death of a loved one, and estate issues. Troy’s business clients, which include entrepreneurs, doctors, lawyers, and former professional athletes, value the long-terms relationships they have with him.

Since receiving his CERTIFIED FINANCIAL PLANNER™ professional designation in 2001, Troy has also earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor in Philanthropy (CAP) designations, and is currently a Level 2 Candidate for the Chartered Financial Analyst (CFA) designation.

Troy received his bachelor’s degree in business administration from Georgia Southern University and has subsequently earned his Master’s in Finance and Investment Analysis from the College of Financial Planning, located in Denver, Colorado.

Troy holds FINRA series 7, 63, 65, 24, 53 and 4 security licenses.

In his personal time, Troy enjoys working out, studying Aikido, and spending time with his two daughters, Emma and Willa.

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.