Branch Manager

JOHN WEST

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS PORTFOLIO MANAGER
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About the Branch

Oppenheimer’s Westhampton Beach branch serves the financial needs of high net worth individuals, corporations and non-profit entities in the area. Our experienced Financial Professionals offer guidance on a broad range of financial services and products, including: corporate cash management, hedging strategies, corporate stock options, and retirement planning strategies.

We are proud to have a reputation for exceptional service and customized wealth management planning. Our Financial Professionals, many of whom have been named to Oppenheimer’s esteemed “Chairman’s Council”, work collaboratively with Oppenheimer’s global affiliates to provide a level of curated insight and strategy not typical of other investment firms.

Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Our History

Our Story in Numbers

*As of June 30, 2026

88

Branch Offices across the United States

934

Financial Professionals

$154.7

Billion Client Assets under Administration