"Oppenheimer has a conservative, stable, solutions-based culture," said Morse. "Oppenheimer is an independent wealth management and investment banking boutique--not a major bank's subsidiary–which enables us to provide client-centered service in a team environment. Those aspects of our culture should make us doubly attractive to clients looking for advisors they can trust.”
In a statement, Morse added, "Our open-architecture platform affords enterprising financial professionals a unique value proposition. Financial advisors gain the opportunity to present clients with a broad spectrum of products that are carefully monitored and consistently objective. Advisors also can draw on the resources of Oppenheimer as a whole, including Oppenheimer Asset Management and Oppenheimer Trust Company. Oppenheimer's established reputation will help advisors grow their business."
Morse reports to Bob Okin, Executive Vice President - National Sales, for Oppenheimer & Co. “I think Gordon's experience will help us not only increase our prominence in Atlanta, but also improve our visibility in the entire Southeast," said Okin. "His experience as a manager who has spent his career expanding offices makes him an ideal choice to run a high-profile branch like Atlanta."
