Oppenheimer & Co. Inc. Meridian Wealth Group announces recruitment for private clients | Job Binary

Adding a wealth management team The firm’s Nashville office continues to expand

Meridian is led by John Wade, a Tennessee native and longtime veteran

NEW YORK, October 28, 2022 /PRNewswire/ — Oppenheimer & Co . Inc. (“Oppenheimer”) – a leading wealth manager, investment bank and subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the successful hiring of Meridian Wealth Group (Meridian). , a Nashville-based on wealth management experience. ruled meridian John WadeA CFP® joins the firm’s Private Client department and performs its work Nashville office.

Phil Hallexecutive director and branch manager Nashville office said: “I’m delighted to welcome John and the team to Meridian Wealth Group. He and his team have deep roots in this vibrant region of the country, which we look forward to building on. Nashville office, I am delighted that they have decided to bring their entrepreneurial spirit, tremendous success and reputation for exceptional client service to Oppenheimer. I look forward to partnering with them and providing the tools and resources to take their experience to the next level.”

The announcement comes as Oppenheimer continues to expand its reach to serve the high net worth community in the nation’s fastest growing and most economically active markets. Oppenheimer’s since opening in March 2022 Nashville The branch attracts regional talent who value the firm’s commitment to creating an entrepreneurial, fully immersive culture that thrives.

A native of Mr. Wade, who serves as executive director of investments Tennessee and has over 20 years of experience in financial services. Meridian works with clients to create, grow, protect and preserve wealth and provides legacy planning services. Add him to the team Aaron Fiske, Director, Investments, along with two experienced partners. The entire team is dedicated to providing the highest level of customer service.

Mr. Wade said, “While we have several exciting opportunities in our search for a new firm, what are Phil and Oppenheimer doing? Nashville immediately stood out and we wanted to be a part of it. At Meridian, we are passionate about helping our clients achieve their lifetime financial goals through tailored solutions, personalized service and a simple approach to investing. In Oppenheimer, we have found a firm that will allow us to continue to deliver on our value proposition to clients by providing the additional tools, technology and support resources we need to realize our long-term growth goals.”

Ed HarringtonExecutive Vice President of Private Client, “Supporting practices so they can provide the best possible experience for their clients is what we do at Oppenheimer. The talented people at Meridian have built an impressive business based on hard work, integrity and reliability. is relentlessly focused on doing the best for its clients. We are honored that they have chosen to partner with us in our next chapter as we build our exciting new presence. Nashville. I can’t wait to see all that we can achieve together in the years to come.”

Oppenheimer & Co. Inc.

Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), a major subsidiary of Oppenheimer & Co. Inc. (Oppenheimer) and its subsidiaries provide a full range of high net worth wealth management, securities brokerage and investment banking services. individuals, families, corporate leaders, local self-government bodies, enterprises and institutions.

Media contacts:
Joseph Kuo / Michael Dugan
“Haven Tower Group” LLP
424 317 4851 or 424 317 4852
[email protected] or [email protected]

SOURCE Oppenheimer & Co. Inc.

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