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Charles Scavone
Director Of Investments at Oak Harvest Financial
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Work Experience
Director Of Investments
Jan 2023 - Present · 2 years
Senior Manager | Pwc Intelligence | Market Intelligence
Mar 2022 - Jan 2023 · 10 months
Scavone Family Office
Portfolio Manager/Cio
Jul 2013 - Mar 2022 · 8 years and 8 months
Company Details
11-50 Employees
Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. .
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Life Insurance, Business Services, Advertising
HQ Location
920 Memorial City Way Suite 150 Houston, TX 77024, US
Keywords
Retirement Income Planning401ksIRAsother Qualified Retirement PlansSafe Growth PlanningSocial SecurityFixed IncomeIndexed AnnuitiesFixed AnnuitiesLife Insurance
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