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Miami, FL


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

Branch Manager



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About The Branch

Oppenheimer’s Miami office has a rich history of providing sophisticated asset management guidance and services to ultra-high net worth individuals and institutional clients. Our nationally recognized* team of Financial Advisors utilize the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, corporate & executive services, tactical allocations, financial planning and estate planning. We pride ourselves on providing our clients with highest level of service along with the objective advice and personalized attention they need to help achieve their financial goals.


A Culture To Succeed

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Working Together For Success
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Join Oppenheimer

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A Robust International Business

Oppenheimer’s Miami office has the largest concentration of international financial professionals in the firm.

  • The Miami office has a proud, three decade long history
  • The Miami office focuses on: capital markets and institutional clients, with an emphasis in Latin America

A Focus on You | All of our financial professionals have access to:

  • Extensive onboarding support with local turnkey account opening, transition, administration, and maintenance
  • On-the-ground operations and compliance support that provides local access
  • A complete portfolio of asset management capabilities for individuals, family offices, and institutions
  • Solutions that include: offshore, multi-currency, mutual funds, UCITS

Entrepreneurial Culture with Risk Management Compliance Partners | Every financial professional has the ability to develop their practice within an entrepreneurial, supportive culture:

  • Compliance provides clear support, guidance, and protections to assist your practice so that it runs smoothly
  • Account safety is paramount and includes multiple layers of asset protection

Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    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

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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Protecting My Assets

Preserve your wealth. Safeguard your future.

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Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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