Washington DC

Washington, DC
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Contact

1801 K St NW

Suite 750

Washington, DC 20006

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

JAMES WILEY

BRANCH MANAGER EXECUTIVE DIRECTOR
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About the Branch

Located in the nation’s capital, Oppenheimer’s Washington DC office has a long history of providing individuals, institutions and foundations with reliable service, and access to sophisticated wealth management strategies. Each of our Financial Professionals is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.

The Washington DC branch draws on 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 planning, financial planning, insurance & annuity products, estate planning and trust services. For qualified investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity.

BRANCH MANAGEMENT

Our Team at Oppenheimer Washington, DC Branch

Margaret Hunter-Smith

Senior Director, Regional Operations Manager,
Branch Control Officer
(202) 261-0738
[email protected]

Maggie Molloy

Associate Director, Senior Branch Operations Manager
(202) 261-0732
[email protected]

Meet James Wiley, Branch Manager

A FIRM WITH A LONG STANDING HISTORY

3 Reasons to Join Oppenheimer


1. Name Brand Recognition

Oppenheimer & Co. Inc. has been providing wealth management services since 1881.

2. Small Firm Feel

Oppenheimer is the right size vs large competitors.

3. Entrepreneurial Business Models

It’s your business – and your choice to decide what is best for your clients.

If you would like to learn more, the Branch Manager would be pleased to speak with you.

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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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