Industry Veteran to Bring His Experience Leading, Attracting, and Retaining Advisors to His New Location
NEW YORK, Oct. 1, 2024 — Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading wealth manager, investment bank, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – announced that Todd Wiggins has been appointed Regional Director of its Dallas-Fort Worth Region. Wiggins joined Oppenheimer in 2016 and has served as Managing Director of Investments and Branch Manager in the firm’s Atlanta office.
“As a successful Branch Manager, Todd embodies the firm’s advisor-centric approach and has a proven track record of recruiting, retaining, and developing top financial advisor talent,” said Ed Harrington, Executive Vice President of the Private Client Division. “He also demonstrates professionalism, expertise, and dedication to his work, qualities that will ensure the continued success of our Dallas-Fort Worth business. I am confident he will make an immediate positive impact on the Oppenheimer team in the region. ”
Wiggins brings nearly 30 years of experience in wealth management, serving high-net-worth private clients, corporate accounts, and nonprofit organizations. Prior to joining Oppenheimer, he held leadership roles at financial services firms like Morgan Stanley and Smith Barney.
Wiggins takes over the Branch Manager role from Brian Sayers. Sayers joined the firm in 1991 and established Oppenheimer’s Dallas office in 1999. He will now focus solely on providing exceptional service to his clients, continuing his 41-year career in financial services as a Financial Advisor.
“Even after almost 10 years at Oppenheimer, I continue to be impressed by the firm’s ability to attract and retain top-tier advisors who appreciate the firm’s entrepreneurial spirit, shared vision for meaningful growth, and commitment to delivering an exceptional client experience with the highest professionalism,” said Wiggins. “I am excited to lead this crucial region for the Firm, and I am grateful for the trust and confidence Ed and the executive management team have placed in me.”
“I am pleased to welcome Todd, and I am optimistic about our future in the Dallas-Fort Worth Region,” Sayers said. “Leading this office and collaborating with so many dedicated, accomplished, and skilled financial advisors has been a privilege, and I am thrilled to continue working with my clients to help them achieve their goals at a firm where I have been for over thirty years.”
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a primary subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a comprehensive range of wealth management, securities brokerage, and investment banking services to high net-worth individuals, families, corporate executives, local governments, businesses, and institutions.
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