Sharon Bloodworth, CFP®
White Oaks Wealth Advisors
Fee-Only Financial Advisor with offices in South West Florida and Minneapolis, MN and serving clients across the country.
• Financial Planning
• Family Office Services
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Stock Options
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Offices
White Oaks Wealth Advisors
80 South 8th St., Ste 1725
Minneapolis MN 55402
White Oaks Wealth Advisors
1990 Main Street
Suite 750
Sarasota FL 34236
White Oaks Wealth Advisors

Sharon Bloodworth is a Minneapolis, MN and Sarasota, FL Fee-Only Financial Planner serving clients locally and across the country. White Oaks Wealth Advisors, Inc specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography
Sharon’s enthusiasm for world-class client service makes her an essential addition to the White Oaks Wealth Advisors team. Her role in the firm is to manage client strategy and investments and to maintain the business facets of the company. Sharon’s 13 plus years of working with clients is evident in all she does in helping clients achieve their dreams and helping the firm grow.

Sharon joined White Oaks Wealth Advisors in February 2001, motivated by the challenges and opportunities of working for an independent advisory firm. Her knowledge of investment and trade operations, compliance, wealth management marketing, and information systems made her the perfect choice for this position.

“Discipline, process and hard work form the foundation of our team philosophy. Together, we can accomplish so much to improve the lives of our clients.”
Experience

Sharon’s experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm Lord, Abbett & Co. in New York City, as Client Liaison, where she was responsible for maintaining relationships for $2 billion worth of assets.

Sharon is from the United Kingdom, where she graduated from the University of Wales, College of Cardiff with a Bachelor’s Degree of Science of Economics in European Community Studies with a concentration in political economics and languages. She is fluent in several languages, having spent her childhood years in Africa, Indonesia, France, and Italy. Sharon received the Certificate of International Business Practice from Oxford University through the Lord Mountbatten.
Recognition of Excellence

Sharon has been listed as a 2011 Five Star Wealth Manager in Twin Cities Business, Mpls St Paul Magazine. She was also a “Forty under 40″ recipient 2010 from the Minneapolis St. Paul Business Journal. The list highlights forty business/community leaders under forty years old. Sharon’s white paper on risk has been posted on the Investment News site and she has been quoted in CBS Money Watch, USA Weekend, MSN Money, CNN Money, and profiled on The Glass Hammer, a website for executive women.
Community Involvement

Sharon Bloodworth is currently President of one of the largest, and oldest Rotary Clubs in Minnesota in 2012-2013.  She also sits on the Board of Directors for the Minneapolis Rotary Foundation.

In 2013, Sharon was selected to appear in the Twin Cities Dancing with the Celebrities to raise awareness about Rotary and funds for the Minneapolis Rotary Foundation. Sharon was appointed to the Minnesota Academic Excellence Foundation in 2010 by Governor Tim Pawlenty, and serves as the Treasurer 2012-2013. A long time member of The Minneapolis Club, Sharon chaired the 2013 Valentine’s Gala committee.

In 2007, Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter – Sophia’s Sunshine School.

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