Welcome to a financial institution that not only offers a more personalized experience but also challenges the status quo by reimagining how financial services are delivered. We put more emphasis on the human connection to create a deeper understanding of your needs to help you achieve your financial aspirations. By renewing the age-old art of personal service combined with the benefits of modern technology, a more personable experience emerges bringing solutions for more growth.
With a deeper understanding of your needs, we’ll help you achieve your financial aspirations. Learn more about our customized financial solutions by completing the form below, and a client advisor will contact you.
At Oakworth, our Core Purpose is Helping People Succeed. That resonates through our culture by our associates being intentional about our Core Values, our behaviors and the experiences we provide.
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Treat others the way we wish to be treated. We respect our clients and associates. All professional advice and action are undertaken with the clients’ best interest.
Oakworth associates conduct themselves with the highest level of honesty and integrity.
Oakworth strategies and services employ ideas that create value for both the client and organization. We strive for continuous improvement.
Oakworth attracts and retains the brightest and most motivated talent in our market.
We recognize that hard work is required to achieve our objectives. Oakworth associates bring a goal-oriented and competitive spirit to the office every day.
The three core disciplines of our service model are Commercial & Private Banking, Wealth Management, and Advisory Services. Our goal is to “bring the bank to you” through these disciplines with a unique combination of personalized service from our professional associates and the support of innovative technology. The process we use ensures that your relationship begins in an organized and focused manner.
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Helping you succeed begins with a deeper understanding of your financial picture. At Oakworth, your advisor will guide you through our 4-step process to help you achieve your financial goals with a customized solution. As life changes, your advisor will monitor and update your path to keep you on track with your goals.
