Branch Manager

STEVE HOLBROOK

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS SENIOR PORTFOLIO MANAGER
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About the Branch

Oppenheimer’s Greensboro office is home to a small team of Financial Professionals that specialize in providing sophisticated asset management services to individuals, families, corporate executives and small business owners. We pride ourselves on providing clients with the objective advice and personalized attention they need to achieve their financial goals. Our experienced professionals utilize the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance & annuity products, estate planning and trust services.

Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Our History

Our Story in Numbers

*As of June 30, 2026

88

Branch Offices across the United States

934

Financial Professionals

$154.7

Billion Client Assets under Administration