Greensboro

Greensboro, NC
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Contact

800 Green Valley Road

Suite 300

Greensboro, NC 27408

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

J. HUGH WILLIAMS

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS
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About the Branch

Oppenheimer’s Greensboro office is home to a small team of Financial Professionals that specialize in providing sophisticated asset management services to individuals, families, corporate executives and small business owners. We pride ourselves on providing clients with the objective advice and personalized attention they need to achieve their financial goals. Our experienced professionals utilize the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance & annuity products, estate planning and trust services.

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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

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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