S. Wade Gordon
Associate Managing Director, Client Advisor, Commercial & Private Banking @Oakworth Capital Bank
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WORK HISTORY
Associate Managing Director, Client Advisor, Commercial & Private Banking @Oakworth Capital Bank
Mobile, 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
EDUCATION
The University of Alabama
Finance, Banking and Financial Services
SKILLS
ABOUT S. WADE GORDON
I began my career in the financial services industry in 2009 with BankTrust Financial Group, quickly working my way to retail branch management with a focus on both consumer and commercial lending. I recently served as a Personal Trust Officer for Trustmark Wealth Management. Also, I previously served as Vice President of the Rotaract Club of the Mobile Bay Area, and I\'m actively involved with the Mobile Chapter of Ducks Unlimited and Mobile Chapter of Alabama Wildlife Federation. I was a 2015 honoree of the Mobile National Multiple Sclerosis Society Leadership Class. I am also a member of the Rotary Club of Mobile Downtown.
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