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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

Tyler Busby, CFP®

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®

Wealth Team Lead

Cliff Nail, CFP®

Client Advisor, Wealth Management

Ryan Nevin, J.D., CTFA

Client Advisor, Wealth Management

Jason Pokrzywinski

Managing Director, Head of Wealth and Advisory Services

Scott Robinson

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

Second Quarter Equities

July 21, 2025

The performance of the stock market in Q2 is even more impressive given the environment and backdrop at the end of Q1. On February 19,...

Special Report: Iran’s Role in the Global Energy Market

July 21, 2025

IRAN’S OIL GRIP: UNDER THE RADAR, OVER THE BARREL If you’re only looking at production numbers, Iran might be dismissed as a...

2nd Quarter Key Takeaways 2025

July 21, 2025

ECONOMIC GLOBALIZATION During the 2nd quarter, economic globalism either seemed to have died or veered wildly off course. If actions...

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