Kara Wingard
Financial Planning Analyst
- Role
- Financial Planning Analyst at Oakworth Capital Bank
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Kara Wingard
I joined Oakworth Capital Bank after I graduated from Auburn. I found that Oakworth\'s…
Experience
Financial Planning Analyst
Jul 2021 — Present · Birmingham, AL, US
Oakworth has been recognized as a top-rated “Best banks to Work For” in the U.S. for the last 8 years in a row, including six years as #1. This culture fosters an environment where our associates focus on relationships with not only our clients but also with each other. At the end of the day, we aim to make people\'s financial lives easier through a suite of services focused on a shared purpose, values and vision. We\'re known for delivering a distinctive level of service for our clients - we\'d love to share how we do it. The Oakworth Process -Understanding your full picture -Customizing solutions -Establishing your Oakworth relationship -Helping you succeed Where You\'ve Seen Us-Top-Rated “Best Banks to Work For” in the U.S-#2 in 2024,#1 2023, 2022, 2021, 2020, 2019 & 2018 by American Banker -“Best Workplaces in Money Management” in 2024 by Financial Planning -INC - One of America\'s Fastest Growing Private Companies in 2021, 2020, 2019, 2018, & 2016 -A+ Health Rating by Depositaccounts.com. More About Oakworth Read Our Success Stories: Listen to Our Podcast \"Trading Perspectives\": Read Our Blog \"Common Cents\": How We Do What We Do: https://oakworth.com/our-approach/ Areas of Expertise-Commercial Banking -Treasury Management -Private Banking -Wealth Management -Advisory Services -Retirement Planning -Financial Planning -Estate Administration -Full Discretionary Trustee Services, Directed Trustee Services -Modified Family Office Services, Custodial Service for Assets, Portfolio Analysis
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