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Success in Business.
Success in Life.

Meet Oakworth Capital Bank

 

Who We Are

Oakworth Capital Bank is a financial institution built with you in mind. The way we see it, you’re not just a client — you’re a partner. When you partner with us, you get a dedicated client advisor who leads a team of experts personally invested in helping you succeed.

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What Makes Oakworth Different? Our Approach.

When asked what our clients value the most about their relationship with Oakworth, they say it’s our people, our service and the ease of doing business. We have three core disciplines: commercial and private banking, wealth management and advisory services. Above all, our clients value the elite personal service that comes with doing business with Oakworth. 

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Award-Winning Service Gets Award-Winning Results

We are honored to be named American Banker’s #1 Best Bank to Work For over the past five consecutive years. As proud of that as we may be, it is evidence that a well-served team creates well-served clients: Oakworth has a 88% associate retention rate and a 97% client retention rate. For us, there’s no better honor than that.

*As of 12/31/2023
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Meet Your Central Carolinas Team

There are many banks where each discipline is segmented and operates nearly completely independently of one another — that’s not Oakworth. When you partner with us, you get a dedicated, personal advisor who will organize a broader team of financial experts to constantly collaborate in order to help you meet your financial goals.

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Tim Beck

Managing Director, Market Leader

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Mike Davidson

Associate Managing Director, Commercial Banking Team Lead

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Alice Womack

Managing Director, Private Wealth and Banking Team Lead

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Patrick Ray

Client Advisor, Commerical Banking

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Laura Snead

Client Advisor, Private Banking

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Bob Wilber

Client Advisor, Commercial Banking

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David Mack

Client Advisor, Private Banking

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Sara Jean Veatch, CFP®

Client Advisor, Wealth Management

“Charlotte is full of banks. Many are good, none are great and none have the client-centered focus of Oakworth. Oakworth has all of the services and capabilities of larger institutions – commercial, private, investment management and advisory services – but has the capacity to meet the vast majority, if not all, of the needs of their clients. This is unparalleled among most banks. The Oakworth model and approach will be well received in the Central Carolinas and I look forward to helping them grow.”


-Morrison Creech
Market Board, Central Carolinas  |  Former Wells Fargo Executive

Let’s Talk. 

Get in touch with one of our client advisors today to see how we can help you succeed.

Give us a call at (704) 901-7250