WHAT WE DO: We help business owners, successful professionals, corporate executives, and families free up time and mental energy needed to focus on what they enjoy most and do best so they can succeed in life and build wealth for generations.HOW WE DO IT: The Oakworth Process1. Getting to know you - ask questions and listen to better understand your needs and goals.2. Present solutions - organize the Oakworth team with specialists that fit your immediate needs and work with you to develop a strategy for achieving what matters most to you.3. Establish your Oakworth relationship - Establish your accounts and ensure accounts are coordinated and appropriately structured, while streamlining your transition from existing financial institutions4. Help improve your financial life - Communicate with you based on your preferences and proactively communicate solutions as your financial needs change while coordinating the Oakworth team to ensure a high level of service.WHERE YOU'VE SEEN US: Ranked #1 Best Banks to Work for in 2020, 2019 & 2018, INC 5000 One of America's Fastest Growing Private Companies in 2020, 2019, 2018, & 2016, Top 200 Healthiest Banks by Depositaccounts.com.https://oakworth.com/our-story/our-culture/SUCCESS STORIES: check out our client reviews and testimonials here - https://oakworth.com/our-story/client-reviews/OUR PODCAST (Trading Perspectives): https://oakworth.com/category/trading-perspectives-podcast/OUR BLOG (Common Cents): https://oakworth.com/category/common-cents-archive/AREAS OF EXPERTISE: Retirement Planning, Individual Retirement Accounts, Individually Managed Accounts, Financial Planning, Full Discretionary Trustee Services, Directed Trustee Services, Estate Administration, Modified Family Office Services, Custodial Service for Assets, Portfolio Analysis, Commercial Banking, Private Banking

Managed institutional mid cap growth accounts for Regions, as well as manager of the Mid Cap Opportunity Portfolio.Co-manager of the following mutual funds:RMK Select Mid Cap Growth Fund RMK Select Growth Fund RMK Select Balanced Fund

Worked with individuals and organizations to help plan their financial goals and to improve the performance of their investment portfolio.