NEW YORK, Feb. 4, 2019 /PRNewswire/ -- Oppenheimer
& Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today announced that Tanner G.
Robinson, CFP, AIF, a Director of Investments, has been
named to On Wall Street's prestigious "Top 25 Regional
Broker-Dealer Advisors Under 40" list.
"I'm incredibly proud to see Tanner named to this list of
esteemed individuals," said Nelson
Kelly, Branch Manager of Oppenheimer's Winston-Salem office. "Tanner serves his
clients with an unparalleled level of dedication and this standard
of support is exactly what we expect from our advisors. Tanner has
made significant contributions to our Firm's success and I'm
excited to see how he continues to provide excellent service to our
Robinson works with foundations, endowments and retirement
plans, as well as private wealth advisory clients out of
office. He joined Oppenheimer in 2009, and has continued to provide
exceptional service to the Firm's clients in North Carolina, a strategically important
growth area for Oppenheimer. This is the third time he has been
named to the prestigious list.
"Our goal is to help find solutions for our clients instead of
clients for our solutions. We place a significant emphasis on
integrity and treating our clients the way we would want to be
treated" said Robinson. "Delivering a personalized experience and
recommendation based on the time my team and I spend with each
client is how we're able to strengthen our relationships and
ultimately foster trust. With increasing uncertainty in the
markets, trust is the key element that allows us to work seamlessly
with our clients to deliver a superior experience."
Tanner earned a B.S. in Business Administration from the
Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill. He
holds the Certified Financial Planner (CFP®) designation from the
Certified Financial Planner Board of Standards Inc. and the
Accredited Investment Fiduciary (AIF®) designation awarded by the
Center for Fiduciary Studies.
Oppenheimer & Co. Inc.
Oppenheimer & Co.
Inc. (Oppenheimer), a principal subsidiary of Oppenheimer
Holdings Inc. (OPY on the New York Stock Exchange), and its
affiliates provide a full range of wealth management, securities
brokerage and investment banking services to high-net-worth
individuals, families, corporate executives, local governments,
businesses and institutions.
SOURCE Oppenheimer & Co. Inc.