Mac Frasier, CFP®, CEPA

Mr. Frasier is responsible for developing and managing Oakworth Capital Bank’s custom financial planning process called Guided Planning Solutions (GPS).    In addition to his Advisory Services role, he also works with our Depth and Dryus, client specialties and is a regular contributor to Thought Leadership.   He began his career in 2005 and has spent time as both as a client advisor and working in the corporate office for an independent broker-dealer. Prior to joining Oakworth, he worked at Concourse Financial Group (formerly ProEquities), establishing their processes and policies concerning financial planning and advice.  Currently, he serves on the boards of the Financial Planning Association of North Alabama and the Greater Birmingham Auburn Club.  He and his wife have one child and are active members of Hunter Street Baptist Church.

Education

  • BA Geography from Auburn University
  • Certified Financial Planner
  • Certified Exit Planning Advisor