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Sarasota, FL


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

Branch Manager



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About The Branch

Located in the heart of a rapidly growing metropolis, Oppenheimer’s Sarasota branch is home to a core team of Financial Advisors with over 100 years of combined experience. We help entrepreneurs, corporate executives, and retirees with a variety of financial needs, from financial planning to investment management.

We are proud to offer our clients a level of expertise and personalized service uncommon at other investment firms. Our Financial Advisors have built a reputation for providing unbiased advice tailored to clients’ needs. Leveraging the full resources of Oppenheimer and its global affiliates, we are able to help our clients navigate every stage of wealth accumulation and management, helping them stay one step ahead in a rapidly changing world.

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Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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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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advisors working together

Engaging Family Office Services

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