Oakworth Asset Management, LLC

Janet Ball is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding one year of industry experience. She is also a Managing Director at Oakworth Capital Bank, a position she has held since 2007. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages assets across various investment vehicles, including mutual funds, ETFs, and alternative investments.

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 financial advisor at Oakworth Asset Management, LLC with 21 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Oakworth Asset Management and its affiliated Oakworth Capital Bank in 2025, she spent 10 years at 1919 Investment Counsel, LLC. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and offers access to a range of investment vehicles, including mutual funds, ETFs, alternative investments, and privately placed collective investment vehicles.

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 financial advisor at Oakworth Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Trustmark National Bank. Banks is also a Wealth Client Advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a macro-driven investment process that starts with economic forecasting and includes asset allocation, sector selection, and security-level decisions.

Tyler Busby is a CFP® with 10 years of industry experience and is currently with Oakworth Asset Management, LLC. He has previously worked at Oakworth Capital Bank, Concourse Financial Group Securities Inc, and ProEquities, Inc. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process focused on economic forecasts, broad asset allocation, and security-level selection, and offers access to mutual funds, ETFs, alternative investments, and private securities.

John Norris V is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Oakworth Capital Bank since 2007, serving as Managing Director, and was previously with Regions Investment Management, Inc. from 2002 to 2018. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach that incorporates economic forecasting, asset allocation, and security-level selection across a broad range of investment vehicles.

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.

Tracy Harlow is a financial advisor with Oakworth Asset Management, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Oakworth, Harlow worked with several firms including StoneX and Cetera. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment process and manages client assets across a range of investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and selected 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.

Kara Wingard is a CFP® professional with one year of experience at Oakworth Asset Management, LLC. She has worked with Oakworth Capital Bank since 2021 and has prior experience at The Walt Disney Company and Buffalo Wild Wings. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach that includes economic forecasting, broad asset allocation, and security selection.