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Advisory Services

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 aim to 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 help you achieve your financial goals. Oakworth Asset Management offers a comprehensive range of financial planning 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

Financial Planning

Investment Management

Dryus

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

Cole Alexander

Associate Advisor, Wealth Management

Janet Ball

Janet Ball

Managing Director, Wealth Team Lead

Lee Banks, CTFA

Client Advisor, Wealth Management

Tyler Busby, CFP®

Associate Managing Director, Director of Wealth Business Services

Mac Frasier, CFP®, CEPA

Associate Managing Director, Director of Planning

John T. Hensley, CFP®

Managing Director, Wealth Management Team Lead

Richard Littrell, J.D.

Managing Director, Wealth Management

Robert C. Maund, CFP®

Associate Managing Director, Wealth Team Lead

Cliff Nail, CFP®, CPWA®

Associate Managing Director, Client Advisor, Wealth

Ryan Nevin, J.D., CTFA

Wealth Team Lead

Scott Robinson, CFP®

Client Advisor, Wealth Management

Matt Satterfield, CFP®

Client Advisor, Wealth Management

Ashley Tabb, CFP®

Client Advisor, Wealth

Sara Jean Veatch, CFP®

Client Advisor, Wealth Management

Thought Leadership

When Water Becomes Science Fiction

May 26, 2026

Everyone has their own way of ‘winding down’ when they get home at the end of a workday. It could be having a drink, cooking, watching...

What is Going On in the UK?

May 20, 2026

I have been around the financial services industry since 1991, and a lot has changed since then. The Internet wasn’t widely available for...

Letter From Our Chief Investment Officer, John Norris

May 7, 2026

At the end of 2025, my forecast for the upcoming year was: “if you liked the U.S. economy this past year, there is a good chance you will...

More From Thought Leadership

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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