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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.

Join Oppenheimer

21 Financial Advisors Reach Their Personal Best Revenue at Oppenheimer's Houston Branch

When you hear Oppenheimer say that Financial Advisors are at the center of our business, we mean it. We are committed to helping our Advisors meet the needs of their clients and grow their business. The entire management team is singularly focused on helping Financial Advisors succeed professionally and personally.

In this regard, the south Texas area worked hard to support the personal success of all their advisors in 2018. In fact, 21 of their Financial Advisors reached the highest revenue of their career. Led by the performance of these 21 advisors and the contributions of all the employees of the Houston, Woodlands, and Austin branches, the south Texas area also achieved their personal best in annual production. In February, Area Manager Dan Scannell hosted an event to recognize these achievements and honor their personal record holders.

Our Story in Numbers

*Stats as of June 30, 2019
  • 1,036

    Financial Advisors

  • $87.3

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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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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