The Business Observer Top 500 included White Oaks Investment Management on the 2019 list. This means White Oaks is among the highest-revenue companies in the Gulf Coast area. Additionally, White Oaks has moved up 26 spots in the ranking, from last year. The list focuses on the top 500 companies in a nine-county area along the Florida Gulf Coast.
The Business Observer publishes the Top 500 ranking yearly and spends seven months of the year researching different companies. Upon conclusion of the research, the publication ranks companies based on gross revenues.
“It’s an honor to be recognized,” CEO Sharon Bloodworth said. “We are thrilled to be on the list.” White Oaks Investment Management is also one of the largest 100% woman-owned, independent investment firms in the Sarasota, Florida area.
About the Business Observer Top 500
The Business Top 500 is the most comprehensive list on the Gulf Coast. It includes companies in nine counties. The list ranks the 500 largest companies by gross revenues. This allows for consistency and comparability. Revenues are mostly self-reported by the companies. The numbers do not include pass-through revenues for industries such as real estate, advertising agencies, or professional employer organizations.
In addition to revenues for 2017 and 2018, the list provides other information on each company. This includes the number of full-time employees, the year founded or incorporated, the top executive, and the line of business.
Sharon Bloodworth, CFP® is CEO of White Oaks Wealth Advisors, Inc. and has been with the company since February 2001. Her 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.