- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
JAMES A. WALKER
BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTSjames.firstname.lastname@example.org
About the Branch
Located in the City Center Building at the top of the hill in Bellevue, we can see the growth in the area that is exploding all around us. For nearly 40 years, Oppenheimer has served the Pacific Northwest, from our Seattle and Bellevue offices providing a broad range of financial services including wealth management, financial planning, retirement services, guardianship services and fixed income for domestic and international private clients and institutions.
We offer our Financial Professionals the autonomy to build their own businesses and the opportunity to combine the considerable resources and tools of a national boutique with their own experience and management style. The average tenure and experience of our employees is 20+ years, four of whom have been with the firm for more than 35 years; all to the benefit our clients.
We value individuals, and honor the partnerships we have by supporting independence, offering open architecture, and encouraging creative and entrepreneurial thinking. We value your freedom to apply financial strategies, establish a business model, and focus on your mission. A hallmark of our culture is keeping lines of communication short, with unfettered access to Firm management and department leaders, decision makers and specialized professionals. The end result is a combination of positive team collaboration and broad based support from the Firm, with minimized distractions; an increasingly rare occurrence in our industry.
We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Bellevue office, Spencer Nurse, added to that success record by being named to the 2020 Best in State Wealth Advisors List.
A Culture to Succeed
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
WALK To End Hydrocephalus
Oppenheimer’s Seattle and Bellevue offices recently participated in the Seattle WALK to end Hydrocephalus. Oppenheimer Financial Professional, Lou Conyard, and his wife Betsy Conyard, have been involved in organizing Team Oppenheimer and participating in this effort for years.
Partners in Oppenheimer Asset Management Recent Visit to the PNW
A word of thanks to our Partners in Oppenheimer Asset Management for their recent visit to the PNW! The trip was highlighted by packed houses in our Bellevue and Seattle branches for an update on all the ways the Asset Management Team can help us serve our customers, followed by a speaking engagement featuring our Chief Investment Strategist, John Stoltzfus, and yes, some fun on a beautiful afternoon boat ride around Elliott Bay and Bainbridge Island! Thank you all for your participation and joining in on the fun.
Seattle Mariner Game Outing
A big shout out to our partners at Oppenheimer Life Agency for hosting a Suite at the Mariner game last week to watch the boys of summer. We had more than 20 of our employees from Seattle and Bellevue offices attend the game and saw Julio Rodriguez hit another home run. A great time was had by all as we wind down summer! More good things to come.
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.Read More Customer Asset Protection
Products & Services
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Summer Bash and Retirement Party
Last week we got our Seattle and Bellevue branches together to celebrate summer and send Mark Wilson off to write the next chapter in his life. Ever since he joined our Seattle office in 2008 we have enjoyed his hijinks and dry sense of humor. He was full of surprises and he will be missed by all of his customers and by us as well. He filled us in on all of the volunteer work he is involved with and we wish he and his family all of the best in their retirement years.