#United States #Birmingham #Oakworth Capital Bank #J. Winston Busby #wealth strategist

Oakworth Capital Bank Welcomes J. Winston Busby

On April 29, 2026, Oakworth Capital Bank announced the addition of J. Winston Busby, J.D., LL.M., who has joined the firm in the role of wealth strategist. This strategic appointment aims to fortify Oakworth's offerings to closely-held business owners, professionals, and families, particularly in navigating the complexities of financial decisions, including the preservation of generational wealth.

"Winston will be an invaluable asset to our clients, and we are excited to have him on board," said Sam Scalici, Chief Operating Officer of Oakworth. His responsibilities will encompass collaborating with the bank's wealth and banking client advisory teams to provide essential guidance during critical financial moments. Such instances may include liquidity events, succession planning, generational wealth transitions, as well as trust and estate structuring and tax strategies.

Prior to joining Oakworth, Busby served at Dentons Sirote, where he was a shareholder, a member of the board of directors, and co-chaired the Trusts, Estates and Wealth Preservation Practice Group, recognized nationally and ranked in the top category by Chambers High Net Worth, Private Wealth. Throughout his esteemed legal career, he has provided advisory services to individuals, families, and business owners on various facets such as estate planning, trust planning, wealth preservation, tax strategies, and administrative assistance in trust and estate matters.

Expressing his enthusiasm about joining the Oakworth team, Busby remarked, "I feel privileged to be part of Oakworth during this exciting phase of growth. For many years, I’ve had the privilege of collaborating with Oakworth's clients and have witnessed first-hand the team’s commitment to exceptional service, professionalism, and integrity."

A Fellow in the American College of Trust and Estate Counsel (ACTEC), Busby has earned accolades from "Best Lawyers in America" for both tax law and trust and estate law. His academic credentials include a Master of Laws in Taxation from New York University School of Law, where he honed his expertise in complex tax matters. He also received his Juris Doctor degree, graduating magna cum laude from Samford University's Cumberland School of Law, and holds a Bachelor of Science in finance from Auburn University.

About Oakworth Capital Bank

Established in 2008, Oakworth Capital Bank maintains its headquarters in Birmingham, Alabama, and operates four offices across the Southeast. The bank is recognized for offering comprehensive commercial and private banking, in addition to wealth management and advisory services to a diverse clientele throughout the United States.

Oakworth has been steadily acknowledged as one of the "Best Banks to Work For" by American Banker for almost a decade. It secured the top spot six times and most recently, ranked second. As of March 31, 2026, Oakworth reported total assets of $2.0 billion, with gross loans totaling $1.7 billion, deposits of $1.8 billion, and significant wealth and trust assets under management amounting to $2.7 billion.

Despite these accomplishments, the bank remains committed to enhancing its client experience, as evidenced by its impressive Net Promoter Score (NPS) of 95 for 2025, accompanied by a commendable client retention rate of 95%.

For more information about Oakworth Capital Bank's offerings and capabilities, visit www.oakworth.com.

Disclaimer: Advisory services, including investment management and financial planning, are provided through Oakworth Asset Management LLC, a registered investment advisor owned by Oakworth Capital Bank. Please note that investment products and services offered by Oakworth Asset Management may vary from those offered by Oakworth Capital Bank and are not FDIC insured, may lose value, and are not guaranteed by any governmental agency.