Rebecca Yerby, CFP ®

Ms. Yerby serves as a client advisor and is responsible for developing wealth management relationships for Oakworth Capital Bank. Ms. Yerby studied accounting and graduated with honors with her Bachelors of Science in Commerce and Business Administration at The University of Alabama. Prior to joining Oakworth, she spent time as a staff accountant and most recently served clients within the financial planning space at Kassouf & Company, a local public accounting firm. Ms. Yerby is passionate about developing meaningful relationships with clients and helping clients achieve their financial goals. She is skilled in working with professionals and business owners in various areas including retirement planning, tax planning, and education planning. Ms. Yerby is an active leader in the community, currently serving on the Executive Board for the Junior League of Birmingham as the VP of Finance, and is also an active member of the Financial Planning Association of North Alabama. She and her husband have two children and are active members of Shades Mountain Baptist Church.

Education

  • Bachelors of Science in Commerce and Business Administration with honors at The University of Alabama
  • Certified Financial Planner™ Professional

Core Disciplines

Client Support