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oppenheimer 85 broad

Monroeville

MONROEVILLE, PA

EDWARD M. KELLY

Branch Manager

EDWARD M. KELLY

BRANCH MANAGER, SENIOR DIRECTOR-INVESTMENTS

edward.kelly@opco.com

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About The Branch

Conveniently located right off the William Penn Highway, Oppenheimer’s Monroeville office specializes in providing a full range of financial and retirement planning services to retail and institutional clients. Our team of dedicated Financial Advisors focuses on helping clients achieve their financial goals by drawing on the extensive resources of Oppenheimer and its global affiliates and delivering personalized, bespoke investment advice.

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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

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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

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