As a former banker and now partner at an investment bank, I’ve spent my career guiding family-owned businesses through pivotal transitions. Many of the clients we work with seek a more personalized banking experience. Recognizing this need, I knew that Oakworth’s model would be a great fit for the Charlotte area. Now, with a full year under its belt, Oakworth has firmly established its presence, and I am thrilled to see their continued growth in the Central Carolinas.
Oakworth brings a fresh perspective, energy and skill set that are essential for growth and attracting both clients and talent who value better financial relationships. They strike the right balance: larger than traditional community banks, yet nimble and focused enough to offer the high-touch, high-quality service that many businesses are missing today. Their approach addresses a significant gap in the market, and I value their commitment to traditional values and proper business conduct.
I look forward to supporting Oakworth’s growth and success in the region. Their mission and focus on quality service fills a critical gap in regional banking and I am confident they will continue to thrive as they stay true to their values and niche.