Carol C. Collinsworth

Relationship Manager, Sr.

800 Shades Creek Parkway, Suite 125

Birmingham AL 35209

Office: 205-868-6189


As a Senior Vice President, Senior Relationship Manager, Carol is responsible for a diverse account base consisting of Investment Management Accounts, Revocable Trusts, Irrevocable Trusts under Agreement, Testamentary Trusts, Charitable Trusts, Special Needs Trust, Medicare Set Aside Trust and IRAs. She administers and manages trust accounts to ensure they are in compliance with federal and state laws.

Carol has worked in the Trust Industry since 1992 but started her career in the Financial Industry in 1984. She graduated from the University of Alabama, the Southern Trust School, Cannon Financial Institute Personal Trust School, and the Alabama Bankers Association Graduate Trust School. Carol is a Certified Wealth Strategist.


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