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the woodlands

Woodlands

THE WOODLANDS, TX

DAN SCANNELL

Branch Manager

DAN SCANNELL

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

dan.scannell@opco.com

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About The Branch

Located along Technology Forest Boulevard, Oppenheimer’s branch in The Woodlands has a reputation for providing stellar service to our clients and outstanding support by our professional staff. We are proud of the top-tier standing we have earned within The Woodlands community for providing a broad range of financial services that include wealth management and retirement services, along with strategic guidance for domestic and international private clients and institutions. Leveraging the full resources of Oppenheimer’s global affiliates, we are pleased to offer additional concierge services such as equity research, financial planning, investment banking, fixed income, annuities and insurance, corporate and executive services.

Being responsive to the evolving needs of our clients is paramount. Our Financial Advisors are dedicated to maintaining the trust of our clients by conducting business with integrity and transparency, and providing the most comprehensive strategies to help them achieve their goals.

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Our Story in Numbers

*Stats as of June 30, 2019
  • 1,036

    Financial Advisors

  • $87.3

    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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Engaging Family Office Services

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