Top AdvisorsThe Highest Standards of Excellence
Oppenheimer has several programs designed to recognize financial professionals for their outstanding service to clients.
- The Chairman and Executive Council members exemplify the best of Oppenheimer’s Private Client Division and represent the highest standards of excellence in our profession.
- Oppenheimer’s top advisory practices are recognized through Oppenheimer Asset Management's annual Wealth Management Roundtable.
- We recognize industry designations such as CFP®, CIMA®, ChFC®, AIFA® and more.