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ft myers

Fort Myers

Fort Myers, FL


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

Branch Manager



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About the Branch

Oppenheimer & Co. Inc. has been serving the financial needs of individuals and businesses in the Fort Myers area for over a decade. Our Fort Myers branch is conveniently located right off the Daniels Parkway and is home to a small, friendly staff of Financial Professionals that offer a broad range of financial services including asset management, financial planning, retirement and trust services.

We pride ourselves on offering exceptional client service and working collaboratively with Oppenheimer and its global affiliates to provide concierge insight and strategy not found at other investment firms.

A Culture to Succeed

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Our Story in Numbers

*Stats as of March 31, 2024
  • 936

    Financial Professionals

  • $124.9

    Billion Client Assets under Administration

  • 89

    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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