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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

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

The Cost of Borrowing

October 6, 2026

My first job in the investment business was managing fixed income portfolios and trading bonds for a bank trust department in Baltimore....

What’s A College Degree Worth Anyway?

October 6, 2026

Listen to the full episode, here. John Norris (00:30): Well, hello again, everybody. This is John Norris at Trading Perspectives. As...

What $40 Trillion in Federal Debt Means For Your Next Home Loan

October 5, 2026

This article originally appeared in the October 2026 edition of the Charlotte Business Journal. You can read the story online at the...

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