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Branch Manager
BILL (WILLIAM) WILLIAMS JR.
BRANCH MANAGER SENIOR DIRECTOR-INVESTMENTS [email protected]
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Plymouth
Plymouth, MISpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
With a small team of experienced Financial Professionals, Oppenheimer’s Plymouth office offers dedicated, personalized asset management, portfolio management and retirement planning services to individuals and institutions. We are proud to have a team of dynamic professionals committed to helping clients achieve their financial goals. By working collaboratively with the other affiliates within the firm, we are able to offer a full range of products and services and a level of strategic insight coveted by our competitors
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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
Customer Asset Protection
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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