Charlotte, NC Office

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.

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.

Cooper Brown is a financial advisor at Oakworth Asset Management, LLC in Charlotte, NC, holding a Series 66 designation. He has prior experience at Truist Bank, Rockefeller Financial LLC, and Truist Financial Corporation, with a total of one year in the industry. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm follows a top-down, macro-driven investment process and manages a diversified asset base including mutual funds, ETFs, alternative investments, and private securities.