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Bill Oakley

Vice President/ Partner, Managing Partner, Investment Advisor

FamilyWealth

United States, Florida, Lake Mary

About Me

Bill Oakley is the Managing Partner of FamilyWealthTM and is based in Lake Mary, FL. Bill has developed a practice by teaching educational workshops for retirees, pre-retirees, corporations, and other organizations. Through his experience, Bill brings a unique perspective when providing employee education for retirement plans and working with high-net-worth clients. Bill is a graduate of the University of Central Florida where he was a scholarship baseball player and was named an Academic All-American. Since graduation Mr. Oakley has spent 20 years in the financial services industry as a financial planner, investment adviser representative, and President of Oakley Retirement Services, Inc.,
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Profile Information

Vice President/ Partner, Managing Partner, Investment Advisor

FamilyWealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lake Mary

Florida

United States

May 15, 2024

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