OneAscent Wealth Management

Robert Latimer is a CFP® with 21 years of industry experience, currently serving as an advisor at OneAscent Wealth Management since 2020. He previously worked at Ameriprise Financial Services, Inc. for 10 years. OneAscent Wealth Management serves individuals, including high-net-worth clients, retirement plans, trusts, and institutions by offering asset management, financial planning, and ERISA investment fiduciary services. The firm employs quantitative analysis and manager due diligence to build individualized asset allocation guidelines and utilizes multiple investment vehicles including UMAs, with operations across six offices and several affiliated entities.

Brent Whiddon is a financial advisor at OneAscent Wealth Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial, LLC. Outside of advising, he owns a farming business, speaks at financial education seminars, and is a member and speaker for The Society for Financial Awareness. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing asset management, financial planning, and fiduciary services. The firm uses quantitative analysis and manager due diligence to create customized asset allocation strategies across various investment vehicles, and offers additional services such as UMA overlay management and tax overlay options.

Samuel Jauregui is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 credential. He has been with OneAscent since 2025 and has prior experience in various roles including positions at Auburn University and Inspire Advisors. OneAscent Wealth Management serves individuals, retirement plans, trusts, and other institutions with discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services. The firm uses quantitative historical analysis and due diligence to build individualized asset-allocation guidelines and manages assets through separately managed accounts, Unified Managed Accounts, and fee-based annuity and insurance arrangements.

Gary Harrison is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation with four years of industry experience. Prior to joining OneAscent Wealth Management in 2022, he worked at Clanton Middle School for 13 years. He also holds an insurance license and dedicates time monthly to related activities. OneAscent Wealth Management serves individuals, retirement plans, trusts, and other institutions, offering discretionary and non-discretionary asset management, financial planning, consulting, and ERISA investment fiduciary services. The firm utilizes quantitative historical analysis and manager due diligence to develop individualized asset-allocation strategies across a variety of investment vehicles and maintains multiple affiliated entities to support its complex service offerings.

Martin Smith is a Series 65-licensed financial advisor at OneAscent Wealth Management with three years of industry experience. He has previously worked at Strauss Financial Group, Commonwealth Financial Network, Everthrive Financial Group, and Strategic Financial Planning. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing asset management, financial planning, and ERISA fiduciary services. The firm employs quantitative analysis and manager due diligence to build customized asset-allocation guidelines, utilizing various investment vehicles and overlay managers to address tax management and liquidity considerations.

Michael Key is a financial advisor with OneAscent Wealth Management in Birmingham, AL. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at Waverly Advisors, The Creed Group, and involvement with Auburn University and Briarwood Christian School. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing discretionary and non-discretionary asset management, financial planning, and ERISA investment fiduciary services. The firm employs quantitative historical analysis and manager due diligence to build customized asset-allocation guidelines, utilizing separate accounts, UMAs, and tax-overlay services.

Faustino Munoz is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently with OneAscent Wealth Management and previously worked at Thrivent Financial and Thrivent Investment Management Inc. His background also includes roles at several Lutheran churches and Concordia University Chicago. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing asset management, financial planning, consulting, and fiduciary services. The firm employs quantitative historical analysis and manager due diligence to build customized asset allocation guidelines and offers a range of investment vehicles, including separately managed accounts and Unified Managed Accounts.

Randall Morris is a CFP® with 21 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. He has worked within the OneAscent group since 2018 and previously spent eight years at ProEquities, Inc. Morris serves on the board of directors for Westminster School at Oak Mountain Presbyterian Church. OneAscent Wealth Management provides asset management, financial planning, and fiduciary services to individuals, retirement plans, trusts, and institutions. The firm employs quantitative historical analysis and manager due diligence to develop individualized asset-allocation guidelines, utilizing a variety of investment vehicles and overlay services to manage client assets.