Branch Manager
Oro Valley
ORO VALLEY, AZSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
The Oppenheimer Tucson branch is home to a small team of Financial Professionals that offer objective advice and access to a wide range of financial services. Located close to many of the emerging technology and finance hubs in the South Western region, our office works with a diverse clientele that includes individuals, families, corporate executives and institutions.
We pride ourselves on offering a team of long-tenured Financial Professionals that remain committed to providing stellar client service. Leveraging the extensive resources of Oppenheimer and its affiliates, we are able to provide our clients with a level of curated insight and personalized guidance not found at other boutique 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