Priestley Ford is a control person of White Oak Financial Management and directly owns between 50% and 75% of it. Priestley Ford studied at Tulane University.
White Oak Financial Management is an investment adviser based in Asheville, NC, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $143 million, as filed on 13 January 2026. Its fees, ownership and offices are on the firm’s profile.
Priestley Ford is Co-Founder and Vice President of White Oak Financial Management. She is a partner in the firm with her sister Laura and serves as the operations manager. After graduating from Tulane University in 1983, she worked for 20+ years in New Orleans, Charlotte, and Seattle as a litigation paralegal before she and Laura formed White Oak Financial Management, Inc. in early 2003.
- CRD
- 4669597
- Firm
- White Oak Financial Management · CRD 142615
- Role
- Vice President/COO
- In role since
- March 2003 · 23 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Asheville, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakfinancialmanagement.com
Where does Priestley Ford work?
Priestley Ford has been Vice President/COO of White Oak Financial Management, Inc since March 2003, and is a control person of the firm.
How can I verify Priestley Ford’s record?
Priestley Ford’s role is listed on White Oak Financial Management, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 142615.
