Client Advisor

Collin Pettell

Mr. Pettell serves as Client Advisor in Commercial Banking for Oakworth Capital Bank. He joins us from BancorpSouth, where he spent 2 years as a Commercial Relationship Manager. Before BancorpSouth, he began his career at PNC…

John P. Krusac III, CFP®, CLU, CTFA

Mr. Krusac serves as a client advisor and is responsible for various types of trusts, estates and investment management accounts for individuals, families, corporations and foundations. He brings over 20 years of wealth management and trust…

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…

Michael Harris

Mr. Harris serves as Client Advisor in Private Banking for Oakworth Capital Bank. His career began with PNC (BBVA Compass) in a couple of roles, primarily as a private client relationship manager.  Most recently with Wells Fargo…

Michael Boon, CFP®

Mr. Boon serves as a Client Advisor in Private Banking for Oakworth Capital Bank. He joined Oakworth in January of 2021. Earlier in his career, he worked with JP Morgan Chase Bank where he served as…

Glenn Shorey

Mr. Shorey has served commercial clients and their owners throughout Tennessee since 2006.  A native Bostonian, he started his banking career at State Street Global Markets gathering experience in the investment giant’s fund accounting and credit…

Luke Fargason, CFP®

Mr. Fargason serves as a client advisor and is responsible for the administration and development of various types of trusts, estates and investment management accounts for individuals, families, corporations, and foundations. He began his financial career…

Grant Morgan

Mr. Morgan serves as Client Advisor in Commercial Banking for Oakworth Capital Bank.  He joined Oakworth in February of 2017, and since then has served as a Credit Analyst and Portfolio Manager.  Earlier in his career,…

Kate Meriwether

Ms. Meriwether serves as a Client Advisor in Private Banking at Oakworth Capital Bank.  Beginning her career in financial services in 2001, she worked as a management trainee, quickly working her way through retail banking where…

Patrick Ladd

Mr. Ladd serves as a Client Advisor in Commercial Banking for Oakworth Capital Bank. He joined Oakworth with over 20 years of banking experience, most recently at BancorpSouth for 8 years where he worked with both…