Oakworth Asset Management, LLC

John Hensley is a CFP® affiliated with Oakworth Asset Management, LLC in Mobile, Alabama. He has been with Oakworth Asset Management since 2025 and also serves as Managing Director at Oakworth Capital Bank, a position he has held since 2015. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Christopher Cooper is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL. He holds a Series 65 designation and has professional experience at Oakworth Capital Bank, Protective Life Insurance, Regions Bank, and SA Stone Wealth Management Inc. Cooper also serves as a portfolio manager at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a variety of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Ashley Tabb is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. She has worked at Oakworth Asset Management, LLC and Oakworth Capital Bank since 2025, and previously spent 10 years at 1919 Investment Counsel, LLC and 4 years at Sterne Agee. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach and offers a diversified mix of investment vehicles, including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

William Alexander is a financial advisor at Oakworth Asset Management, LLC in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Stifel and Oakworth Capital Bank, as well as experience in logistics and education. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach using a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

William Frasier is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. He has been with Oakworth Capital Bank since 2019, where he also holds the position of Director of Planning. Prior to that, he worked at Proequities Inc for six years. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Lee Banks is a Series 65-licensed financial advisor with Oakworth Asset Management, LLC in Mobile, Alabama. He has seven years of prior experience at Trustmark National Bank and has been with Oakworth Capital Bank since 2022. Banks also serves as a Wealth Client Advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a diverse mix of investment vehicles, including mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Tyler Busby is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. He has previous experience at Concourse Financial Group Securities Inc and ProEquities, Inc. Tyler also holds a Series 66 license. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach, utilizing a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Clifton Nail is a CFP® and Series 66-registered advisor at Oakworth Asset Management, LLC with five years of industry experience. Prior to joining Oakworth Asset Management in 2025, he worked at Cetera Investment Services and Regions Bank. He serves on the boards of the Greater Birmingham Humane Society and Impact Family Counseling, where he is also the treasurer. Oakworth Asset Management provides financial planning, consulting, and discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

John Norris is a financial advisor at Oakworth Asset Management, LLC in Birmingham, AL, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has served as Managing Director at Oakworth Capital Bank since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Sara Jean Veatch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. She previously worked at Suntrust Advisory Services, Inc and TIAA-CREF Individual & Institutional Services, LLC. In addition to her advisory role, she is also a client advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Scott Robinson is a financial advisor at Oakworth Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of advisory roles, he has experience in the brewing industry, having worked at Network Brewery. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Robert Maund is a CFP® with 11 years of industry experience, currently serving as Wealth Team Lead at Oakworth Asset Management, LLC in Charlotte, NC. His prior experience includes positions at Chilton Trust Company, Lakeview Capital Partners, and Wells Fargo Advisors. Maund is also involved with Oakworth Capital Bank in a leadership capacity. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Barron Akins is a financial advisor at Oakworth Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Truist Wealth Journey Room and Portfolio Architecture, Bank of America, and Merrill. Outside of his advisory work, he is the owner of a rental property in Panama City, Florida. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach and employs a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Matthew Satterfield is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. His prior experience includes roles at Bank of America Private Bank and The Vanguard Group. He is also a Wealth Client Advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

David McGrath is a CFA® charterholder with 13 years of industry experience. He is currently with Oakworth Asset Management, LLC and also serves as Managing Director and Chief Equity Strategist at Oakworth Capital Bank. Prior to joining Oakworth, he worked at Regions Bank for 19 years. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and offers a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.