Harris Oates is currently serving as the VP, Wealth Management Strategic Execution Partner. They previously worked as a Dryus Coordinator at Oakworth Capital Bank from 2023 to 2025, and as an Estate Planning Project Manager at Lloyd R. Wilson & Associates from 2017 to 2019, where they guided high-net-worth clients in developing wealth transfer solutions. Prior to that, Harris held the position of Associate Financial Advisor at Cunningham Financial Group from 2016 to 2017, and an Asset Management Strategy & Operations Analyst at Regions Bank from 2019 to 2023. Harris earned a Bachelor’s Degree in Business Administration and Management from Birmingham-Southern College and is pursuing an MBA at the University of Georgia, along with completing the CFP® Education Program at the University of Virginia School of Continuing and Professional Studies.
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