Branch Manager
Palm Beach Gardens
North Palm Beach, FLSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
Our successful Palm Beach Gardens branch has been serving the community for over a decade. Providing a broad range of sophisticated services including investment planning, asset management, retirement planning, trust and insurance services.
By collaborating with the Oppenheimer offices in Delray Beach and Boca Raton as well as other Oppenheimer affiliates, our Financial Professionals receive dedicated support in managing their client relationships and have a reputation for providing high levels of personal service and objective investment advice to our clients. If you are an experienced Financial Professional looking to grow your business, we want to meet you.
We are proud to have a number of award-winning financial professionals throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Palm Beach Gardens office, James McNamara, added to that success record by being named to the 2020 Best in State Wealth Advisors List.
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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