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Palm Beach Gardens

North Palm Beach, FL


Branch Manager



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About The Branch

Our successful Palm Beach Gardens branch has been serving the community for over a decade. Providing a broad range of sophisticated services including investment planning, asset management, retirement planning, trust and insurance services.

By collaborating with the Oppenheimer offices in Delray Beach and Boca Raton as well as other Oppenheimer affiliates, our Financial Advisors receive dedicated support in managing their client relationships and have a reputation for providing high levels of personal service and objective investment advice to our clients. If you are an experienced Financial Advisor looking to grow your business, we want to meet you.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Palm Beach Gardens office, James McNamara, added to that success record by being named to the 2020 Best in State Wealth Advisors List.

Awards Criteria

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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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