Branch Manager
Fort Myers
Fort Myers, FLSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
Oppenheimer & Co. Inc. has been serving the financial needs of individuals and businesses in the Fort Myers area for over a decade. Our Fort Myers branch is conveniently located right off the Daniels Parkway and is home to a small, friendly staff of Financial Professionals that offer a broad range of financial services including asset management, financial planning, retirement and trust services.
We pride ourselves on offering exceptional client service and working collaboratively with Oppenheimer and its global affiliates to provide concierge insight and strategy not found at other investment firms.
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Our Story in Numbers
*Stats as of December 31, 2024
931
Financial Professionals
$129.5
Billion Client Assets under Administration
88
Branch Offices across the United States