Kara Morgan Wingard

Employer firm

Oakworth Asset Management, LLC CRD 335388

$846M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 04/2018
  Buffalo Wild Wings
  Opelika, AL
• 05/2026 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL
• 01/2019 → 05/2019
  The Walt Disney Company
  Orlando, FL
• 08/2017 → 05/2021
  Auburn University
  Auburn, AL
• 07/2021 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 08/2013 → 05/2017
  Oak Mountain High School
  Birmingham, AL

Other Businesses

Oakworth Capital Bank - Investment Related - at reported business location - Financial Planner - Bank - 07/26/2021 - 160 hours/month - Financial Planner for clients.

Designations

• Certified Financial Planner