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Houston, TX


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

Branch Manager



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About the Branch

Located in the Pennzoil building in Houston’s thriving Theatre District, Oppenheimer’s office has a reputation for stellar service to our clients and outstanding support for our professional staff. The downtown office serves as the hub for Oppenheimer’s South Texas regional presence, including The Woodlands and Austin offices. Opened in 1981, our employees boast an average tenure of 20+ years with Oppenheimer & Co. Inc.

Furthermore, we are proud of the top-tier reputation we have earned in our region for providing a broad range of financial services including wealth management, financial planning, retirement services, institutional equities and fixed income, along with strategic guidance for domestic and international private clients and institutions.

We are also proud to offer Equity Research, Investment Banking, Annuities and Insurance, Retirement Services, and Corporate and Executive Services.

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

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Houston office, Harold Perkins, added to that success record by being named to the 2020 Best in State Wealth Advisors List.

Awards Criteria

A Culture to Succeed

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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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