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lakeland fl

Lakeland

LAKELAND, FL

DREW M. KEENAN

Branch Manager

DREW M. KEENAN,

CFP®

BRANCH MANAGER, SENIOR DIRECTOR-INVESTMENTS

drew.keenan@opco.com

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About The Branch

Located minutes from the beach and downtown Lakeland, Oppenheimer’s branch provides a variety of financial services to individuals and families. Our Financial Advisors specialize in offering guidance on retirement planning, including 401(k) rollovers, annuities, mutual funds, equities and debt instruments.

We pride ourselves on a commitment to stellar service; our Financial Advisors have over twenty years of experience helping clients accumulate, manage and transition their wealth through strategies tailored to their personal needs.

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

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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