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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

Robert C. Maund, CFP®

Associate Managing Director, Wealth Team Lead

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

Reunions, Past & Present: From Landlines to Large Language Models

August 21, 2026

By the time you read this, I will have attended my 40th high school reunion. Since I was a class officer back in the day, I am/was on the...

The Normalization of Debt Isn’t Normal

August 18, 2026

Listen to the full episode, here. John Norris (00:29): Okay. Well, hello again, everybody. This is John Norris at Trade and Perspectives....

The Jobs We Lose—and the Economies We Build

August 12, 2026

On Friday, August 7, 2026, the Bureau of Labor Statistics (BLS) released “The Employment Situation – July 2026.” (1) While it...

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