Jennifer Wilson

Managing Director, Private Banking @Oakworth Capital Bank

Birmingham, AL, US

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 2021, 2020, 2019 & 2018, INC One of America\'s Fastest Growing Private Companies in 2020, 2019, 2018, & 2016, A+ Health Rating by SUCCESS STORIES: check out our client reviews and testimonials here - OUR PODCAST (Trading Perspectives): OUR BLOG (Common Cents): AREAS OF EXPERTISE: Commercial Banking, Private Banking, 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 https://oakworth.com/our-approach/

Millsaps College

Master of Business Administration - MBA, Finance, General

The University of Southern Mississippi

Bachelor of Science (BS), Business Administration/Finance