OneAscent Birmingham

modern corporate building with brick and stone appearance and large windows against a blue sky and featuring trees with autumn colored leaves.
OneAscent Birmingham
100 Grandview Pl
Suite 200
Birmingham

,

AL
35243
(205)847-1343

OneAscent Wealth & Family Offices

OneAscent Wealth Management and Family Offices helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate each family’s unique needs into a customized strategy that aligns planning, investment, and stewardship decisions with what the family values most. We joyfully empower stewards to live, give, and invest well, protecting and enhancing wealth, ultimately fostering generational security.

Heath Morris, CFP®

Senior Lead Advisor
& Shareholder

Hays Latimer, CFP®, CRPC®, CKA®

Senior Lead Advisor
& Shareholder

Phil Shaffer, CIMA®

Senior Lead Advisor, Family Office

Tom Powell, CFP®, QPA

Senior Lead Advisor
& Shareholder

Chad Harrison, CRPC®

Lead Advisor

Sam Jauregui

Planning & Client Services Associate

Chandler Key

Planning & Client Service Associate

Ashley Alliston

Client Relationship Manager

Leslie Isbell

Client Relationship Manager

Martin Smith

Client Relationship Manager

Linda West

Client Relationship Manager

Vita Paparella

Office Manager

Leadership

Todd Decker

President, Private Client Group

Chris Ewing

Chief Operating Officer, Private Client Group

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