J. Ted Oakley CFA, CFP – Partner

“People with larger investments expect service; however, it’s something that is often hard to find. That’s what we do at Herndon Plant Oakley. We really emphasize service for the client.”
~ Ted Oakley

Ted Oakley, partner in Herndon Plant Oakley, became involved in the investment industry with Merrill Lynch Pierce Fenner & Smith in 1975. Soon thereafter, he moved to Rotan Mosle as a Senior Vice President, initiating his long-term relationship with his partners in 1977.

A Chartered Financial Analyst and a Certified Financial Planner with more than 39 years of experience in the investment industry, Mr. Oakley focuses primarily on investment advisory and money management. Many of his clients are former business owners who are in need of estate planning and investment management services.

Ted Oakley is committed to offering each client straightforward, constructive financial advice. That commitment, combined with his attention to detail and uncompromising personal service mean clients have the opportunity to realize the ultimate goal – consistency of return. In the final outcome, Mr. Oakley’s clients receive what they need and have come to expect – individualized planning, skilled investment advice and excellent service which in turn translates to long-term relationships and positive results.

Registered Investment Advisor

As Registered Investment Advisor, HPO provides the following individualize client services:

Client Services