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austin

Austin

AUSTIN, TX

DAN SCANNELL

Branch Manager

DAN SCANNELL

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

dan.scannell@opco.com

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About The Branch

Located in the South MoPac area, Oppenheimer’s Austin office has a reputation for providing stellar service to our clients and delivering outstanding support from our professional staff. We are proud of the top-tier standing we have earned in the Austin market for providing a broad range of financial services including wealth management, and retirement services, along with strategic guidance for domestic and international private clients and institutions. We are also proud to offer Oppenheimer & Co. Inc. world class equity research, investment banking, fixed income, annuities and insurance, retirement services, corporate and executive services and financial planning and other concierge services for our clients.

Being responsive to our clients’ evolving needs is paramount. Our Financial Advisors are dedicated to building trust by conducting business with integrity and transparency, and by providing the most comprehensive strategies to help achieve their goals.

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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