NEW YORK, May 9, 2016 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") announces Tanner G. Robinson, CFP®, AIF®, a Director of Investments, has been named to On Wall Street's prestigious "Top 25 Regional Advisors Under 40" list. This year, Tanner was also named to Oppenheimer's 2015 Executive Council, an important recognition awarded only to the firm's top financial advisors.
"This recognition reflects the trust Tanner's clients place in him and his outstanding performance," said Chris Bryant, area manager and managing director of investments. "Tanner's work reflects the high level of achievement that each Oppenheimer advisor strives for, and he sets a powerful example of the rest of the wealth management industry."
Robinson works with foundations, endowments and retirement plans, as well as private wealth advisory clients out of Oppenheimer's Winston-Salem office. He joined Oppenheimer in 2009, taking along many of his original clients, who have continued to be impressed by Robinson's strong work.
"My team and I differentiate ourselves from the multiple financial advisors in the Research Triangle area – in part – with our emphasis on what we call 'white-glove' service," Tanner explains. "We make it our mission to offer each client truly tailored service by spending the time to get to know the individual and identify the customized products that will serve his or her needs best."
Tanner earned a B.S. in Business Administration from the Kenan-Flagler School of Business at the University of North Carolina. 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. Certain statements in this release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, as discussed in the Company's filings with the Securities and Exchange Commission.
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SOURCE Oppenheimer & Co. Inc.