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 Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Branch Management

Maggie Molly

Branch Control Officer
(202) 261-0732
[email protected]

Our History

Our Story in Numbers

*As of June 30, 2026

88

Branch Offices across the United States

934

Financial Professionals

$154.7

Billion Client Assets under Administration