Birmingham, AL Grandview Place Office

Robert Latimer is a CFP® professional with 21 years of industry experience. He is currently with OneAscent Wealth Management, where he has worked since 2020, following prior roles at OneAscent Financial Services LLC and Ameriprise Financial Services, Inc. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm employs both quantitative and qualitative analysis in managing client portfolios and offers unique features such as an affiliated adviser and platform ecosystem, multiple offices, and access to fee-based insurance and annuity solutions.

Samuel Jauregui is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Auburn University, Inspire Advisors, and Pankey Properties. OneAscent Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs both quantitative and qualitative analysis to manage portfolios aligned with client-specific asset allocation guidelines and supports a variety of implementation options including fee-based annuities and insurance products.

Gary Harrison is a financial advisor at OneAscent Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked for over a decade at Clanton Middle School. Harrison maintains an active insurance license related to his advisory work. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes client-specific asset allocation strategies that incorporate direct securities, third-party managers, and model portfolios, supported by quantitative and qualitative analysis and a range of implementation options including Unified Managed Accounts and fee-based insurance products.

Harry Pearson is a Certified Financial Planner® with 29 years of industry experience. He is currently with OneAscent Wealth Management, where he has worked since 2020, and has prior experience spanning two decades at Ameriprise Financial Services, Inc. Outside of advisory work, Pearson is involved in real estate development and management through several business entities in Birmingham, AL. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm utilizes both quantitative and qualitative analysis to manage portfolios according to client-specific asset allocation guidelines, and features a diverse platform that includes Unified Managed Accounts, third-party managers, and fee-based insurance and annuity products.

Martin Smith is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Strauss Financial Group, Commonwealth Financial Network, Everthrive Financial Group, and Strategic Financial Planning. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs a combination of direct securities, third-party managers, and model portfolios tailored to client asset allocation guidelines, utilizing both quantitative and qualitative analysis.

Thomas Powell is a CFP® with 16 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office LLC, The Retirement Advantage, Inc., and Asset Management Services LLP. Powell is also a member of BTEA, LLC, a commercial real estate business. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs a combination of direct securities, third-party managers, and model portfolios, using both quantitative and qualitative analysis to implement client-specific strategies.

Benjamin Craft is a Series 65-licensed financial advisor with six years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. He has held roles within various OneAscent entities since 2018. Mr. Craft is also a minority owner of a local landscaping business, an activity separate from his advisory work. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing a range of strategies that include direct securities, third-party managers, and model portfolios supported by both quantitative and qualitative analysis.

Michael Key is a financial advisor at OneAscent Wealth Management in Birmingham, AL, holding a Series 65 designation. He has been with OneAscent since 2025 and has prior experience with firms including Waverly Advisors and The Creed Group. Key also has a background working with educational and recreational organizations. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes a combination of direct securities, third-party managers, and model portfolios, employing both quantitative and qualitative analysis alongside various overlay strategies.

Randall Morris is a CFP® professional with 22 years of industry experience, currently serving at OneAscent Wealth Management in Birmingham, AL. His career includes roles at OneAscent Family Office and ProEquities, Inc. He serves on the board of directors for Westminster School at Oak Mountain Presbyterian Church. OneAscent Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions, utilizing a mix of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines.