TAMA ZAYDON, CIMA®

Tama Zaydon is based in the Coral Gables, Florida office. She focuses in delivering thoughtful, client-focused wealth management strategies tailored to individual financial goals. With a career spanning more than four decades in the financial services industry, Tama brings a global perspective and a deep commitment to long-term client success. Oppenheimer’s open-architecture platform enables her to work toward achieving her client’s objectives quickly and efficiently.

She began her professional journey at Chase Manhattan Bank in 1979, where she held a variety of roles—including an international post in the bank’s Geneva, Switzerland office. Her global outlook is rooted in a strong academic foundation: she earned a B.S. from Georgetown University’s School of Foreign Service and completed graduate studies in Economics at the Institut Universitaire des Hautes Études Internationales in Geneva. Tama also holds the Certified Investment Management Analyst (CIMA)® designation, earned through the Wharton School at the University of Pennsylvania.

Tama is deeply committed to philanthropy, serving on the Board of Governors of St. Jude Children’s Research Hospital and the American Lebanese Syrian Associated Charities (ALSAC). Tama is currently Chair of the Investment Committee and serves on the Finance Committee of the St Jude Board. Outside of her professional and volunteer commitments, Tama enjoys being active outdoors, traveling and spending time with her children and grandchildren.

Mission Statement

As a Financial Advisor, my mission is to deliver comprehensive, long-term financial strategies tailored to high-net-worth clients. I achieve this by building enduring relationships founded on trust, thoughtful collaboration, and unwavering dedication.

Each client relationship is strengthened through unbiased, personalized strategies supported by original thinking and designed to meet unique individual goals. Every investment strategy I recommend is backed by timely, high-quality, and reliable service clients can depend on.

My approach encompasses the full wealth management cycle: creating and growing wealth, preserving and protecting assets, and developing advantageous strategies for family gifting and estate planning.