Sara jean Mildred Veatch
Investment adviser representative at Oakworth Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$846.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Oakworth Asset Management, LLCJul 2025 to now
- Oakworth Capital BankJan 2024 to now
- Suntrust Advisory Services, IncNov 2017 to Dec 2023
- TIAAAug 2015 to Nov 2017
- TIAA-CREF Individual & Institutional Services, LLCAug 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Oakworth Asset Management, LLC
$846.3MAssets managed
565Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5408258
- Firm CRD
- 335388