William Watson is a CFA® and ChFC® with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He is based in Greensboro, NC. Watson serves on the finance and investment committees at Greensboro Day School, providing consultation and financial strategy reviews. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Samuel Biesecker is a financial advisor at Oppenheimer in Greensboro, NC, holding Series 63 and Series 65 licenses. He joined Oppenheimer in 2026 and has previous experience working at CRB Water, Southeastern Laboratories, and Syngenta, among other organizations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, covering strategic and tactical asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Lisa Anderson is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for 24 years at Intercarolina Financial Services, Inc. before joining Oppenheimer in 2024. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and retirement services. The firm employs multiple investment approaches across equity, balanced, and fixed-income strategies, managing approximately $36.7 billion in assets as of December 2025.

Virginia Saslow is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the board of directors for Saslow Inc., a family-owned retail jewelry business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Sherri Brown is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 65, Series 66, and Series 63 licenses and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and the American Insurance Organization. She has also served as a notary public and worked as a poll worker during the 2020 general election. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm combines strategic and tactical asset allocation with multiple fee structures and provides both execution and advisory support to institutional and unaffiliated advisors.

John Rich is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he receives a portion of crop sale proceeds from farmland leased to a third party. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with accounts reviewed periodically.

Steven Holbrook is a financial advisor at Oppenheimer with 44 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2013. He serves as a non-voting board member for the Willoughby End Townhome Community homeowners association in Greensboro, NC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services including portfolio management, consulting, and financial planning. The firm's investment approach varies by program and advisor, incorporating strategic and tactical asset allocation alongside manager selection and periodic rebalancing.

James Williams is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has been with Oppenheimer & Co since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.