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Wealth Management

Overview

Managing both the broad view and the complexities of your wealth management needs is our hallmark. Our holistic approach allows us to manage assets not just for today, but for generations.

We address your evolving wealth needs by offering tailored solutions, a comprehensive view of your financial landscape and advanced digital tools. Our goal is to enhance the client experience and ensure your financial goals are met with greater efficiency and precision. Oakworth Asset Management offers a comprehensive range of services – from wealth management and retirement planning to philanthropic strategies, risk assessment and generational planning.

We take a personalized approach to financial planning; our goal is to help you navigate the intricacies of the marketplace, investment opportunities and wealth management.

Our Strategies

Advisory Services

Investment Management

Trust & Fiduciary Services

We invite you to explore how we can help you succeed.

Alice B. Womack

Managing Director, Private Wealth and Banking Team Lead

Cliff Nail, CFP®

Client Advisor, Wealth Management

Cole Alexander

Associate Advisor, Wealth Management

Harris Oates

Dryus Coordinator

Jason Pokrzywinski

Managing Director, Head of Wealth and Advisory Services

Janet Ball

Janet Ball

Managing Director, Wealth Team Lead

John T. Hensley, CFP®

Managing Director, Wealth Management Team Lead

Lee Banks

Client Advisor, Wealth Management

Matt Satterfield, CFP®

Client Advisor, Wealth Management

Richard Littrell

Richard Littrell

Managing Director, Wealth Management

Scott Heggeman

Associate Managing Director, Wealth Management

Scott Robinson

Client Advisor, Wealth Management

Mac Frasier, CFP®, CEPA

Associate Managing Director, Director of Planning

Sara Jean Veatch, CFP®

Client Advisor, Wealth Management

Tracy Harlow

Director, Wealth Operations

Tyler Busby, CFP®

Director of Wealth Business Services

What our Clients Are Saying

They're there to help you at the tip of a hat. More importantly, they understand business owners.

In a way, it's like banking with a neighborhood bank like there used to be. It feels small in the sense that everybody knows you. Anybody at Oakworth can answer your questions ‒ even if your client advisor is out of the office.

Read More Testimonials

Insights from Our Financial Experts

2024 COLA Updates: Key Changes for Retirement, Charitable Giving and Gift Taxing

December 17, 2024

As inflation and economic conditions evolve, the IRS regularly adjusts financial thresholds for tax-advantaged accounts and tax exclusions...

Talk Money, Build Legacy: The Power of Communication in Estate Planning

November 8, 2024

Talking money can feel tacky, but there is a time and a place for it – especially with your professional wealth advisors and your family...

Everyone Needs an Estate Plan

August 26, 2024

August is recognized as National Make-A-Will Month, an annual campaign that reminds us of the importance of having a will or estate plan...

Find an Oakworth office near you.

How Can We Help You Succeed?

Helping you succeed begins with a deeper understanding of your financial picture. At Oakworth®, your advisor will guide you through our 4-step process to help you achieve your financial goals with a customized solution.

Learn about the Oakworth Process