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nyc

Midtown East

New York, NY

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
NATALIE C. NUNNALLY

Branch Manager

NATALIE C. NUNNALLY

BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS

Natalie.Nunnally@opco.com

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About The Branch

Our office supports Oppenheimer Financial Advisors in their efforts to deliver valued advice to individuals, families, corporate executives, and businesses. The dedicated Financial Advisors in our office work side-by-side with clients to plan, invest, and transfer wealth. Our focus is on making the right resources available – resources that help achieve financial goals and help our Financial Advisors and their clients stay one step ahead in a rapidly changing world.

Branch Message about Coronavirus

Join Oppenheimer

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A FIRM WITH A LONG STANDING HISTORY
3 Reasons to
Join Oppenheimer
1. Name Brand Recognition

Oppenheimer & Co. Inc. has been providing wealth management services since 1881.


2. Small Firm Feel

Oppenheimer is the right size vs large competitors.


3. Entrepreneurial Business Models

It’s your business – and your choice to decide what is best for your clients.


If you would like to learn more, the Branch Manager would be pleased to speak with you.

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.

Read More Customer Asset Protection

Products & Services

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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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Engaging Family Office Services

Learn more Engaging Family Office Services