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Dallas, TX


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



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About the Branch

Oppenheimer first established its presence in the Dallas-Fort Worth area in 1999 when the Firm opened a branch office in the Galleria Tower Two, a location easily accessible to Financial Professionals and clients alike. Since then we have expanded our presence, opening another office in the heart of downtown Fort Worth in 2007.

Oppenheimer’s Dallas-Fort Worth branch specializes in providing institutions and individuals with personalized investment and financial planning services. Our Financial Professionals have over a century of combined financial services experience and have received numerous industry designations. Working collaboratively with our clients and Oppenheimer’s affiliates, we deliver concierge insight and strategy not found at other investment firms.

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Our Story in Numbers

*Stats as of September 30, 2023
  • 946

    Financial Professionals

  • $111

    Billion Client Assets under Administration

  • 92

    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

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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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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