Nashville
Nashville, TN
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Oppenheimer’s Nashville office is located in the best-in-class Broadwest Complex, and is home to a diverse and energetic group of financial professionals. Our wealth management, capital markets, and institutional groups are committed to the global markets – with a deep client emphasis on high-net-worth families, who often include musicians, professional athletes, and entertainers.
Our financial professionals enjoy comprehensive access to Oppenheimer’s vast support and extensive capabilities. The Nashville team also has direct access to the firm’s outstanding intellectual capital, as well as to top-tier, direct support. Additionally, we offer expansive asset management capabilities for individuals, family offices, and institutional investors. Our investment strategies include a wide range of products and services, including unique portfolio strategies, customized wealth planning, and expansive customer service – all created to help serve clients' unique financial needs.
Professionals who join us in Music City also find that our thorough onboarding processes instantly empower them for success. This includes local turnkey account opening, transition, administration, and maintenance. Our enterprise resources provide clear support, guidance, and protections that help ensure each advisors’ business continues to run smoothly.
Joining the Nashville team means you will have the ability to develop your practice within an entrepreneurial culture, complete with a supportive infrastructure that provides you with a well-established Branch Manager who is readily available to help guide you to your future successes.
Our Story in Numbers
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928
Financial Professionals
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$129.8
Billion Client Assets under Administration
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89
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.
Read More Customer Asset ProtectionProducts & Services
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.