FINANCIAL ADVISOR
MANAGING DIRECTOR-INVESTMENTS
Guillermo Bicas is a Managing Director – Investments at Oppenheimer & Co. Inc. in Miami, Florida. With more than 35 years of experience in wealth management, he works closely with domestic and international clients to develop personalized strategies aligned with their financial goals. Guillermo takes a hands-on approach to client relationships, providing guidance as clients navigate evolving markets, changing priorities, and important life transitions. Outside of the office, he enjoys deep-sea fishing and following Formula One racing.
FINANCIAL ADVISOR
SENIOR DIRECTOR-INVESTMENTS
Ximena Goñi is a Senior Director – Investments at Oppenheimer & Co. Inc. in Miami, Florida. With more than 26 years of experience in wealth management, she began her career in private banking in 2000 and has dedicated her practice to serving high-net-worth individuals, families, corporate executives, and business owners throughout the U.S. and South America. Ximena works closely with clients to help grow, preserve, and transfer wealth, drawing on Oppenheimer’s resources to address complex financial needs and long-term objectives. Outside of work, she enjoys staying active at the gym and traveling to new destinations.
REG CLIENT SERVICE ASSOCIATE
Marianella Armijos is a Registered Client Service Associate at Oppenheimer & Co. Inc. in Miami, Florida. She works closely with advisors and clients to support investment services, account administration, and client relationship management, helping to provide a seamless and responsive client experience. Marianella brings attention to detail, clear communication, and a strong commitment to service to her role, providing timely support to clients and their families. Outside of work, she enjoys spending time with family and friends and exploring new experiences.
CLIENT SERVICE ASSOCIATE
Lizette Margulis is a Client Service Associate at Oppenheimer & Co. Inc. in Miami, Florida. She supports advisors and clients through account administration, operational coordination, and personalized client service. Drawing on her background in business development, project management, education, and community leadership, Lizette brings strong communication, relationship-building, and organizational skills to her role. She is committed to providing attentive service and helping create a positive client experience. Outside of work, she enjoys traveling and spending quality time with her son and twin daughters.