All Licenses
Margaret Hunter-Smith
Senior Director, Regional Operations Manager,
Branch Control Officer
(202) 261-0738
Margaret.Hunter-Smith@opco.com
Maggie Molloy
Associate Director, Senior Branch Operations Manager
(202) 261-0732
Margaret.Molloy@opco.com
Washington DC
Washington, DC
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Located in the nation’s capital, Oppenheimer’s Washington DC office has a long history of providing individuals, institutions and foundations with reliable service, and access to sophisticated wealth management strategies. Each of our Financial Professionals is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.
The Washington DC branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. For qualified investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity.
BRANCH MANAGEMENT
Our Team at Oppenheimer Washington, DC Branch
A FIRM WITH A LONG STANDING HISTORY
3 Reasons to Join Oppenheimer
1. Name Brand Recognition
Oppenheimer & Co. Inc. has been providing wealth management services since 1881.
2. Small Firm Feel
Oppenheimer is the right size vs large competitors.
3. Entrepreneurial Business Models
It’s your business – and your choice to decide what is best for your clients.
If you would like to learn more, the Branch Manager would be pleased to speak with you.
See More Reasons To Join Oppenheimer
Our Story in Numbers
*Stats as of September 30, 2024
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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
Planning for Retirement
Achieve your retirement goals on your terms.
