Gordon Morse has joined Oppenheimer & Co as managing director – investments and branch manager in its Atlanta, Georgia office. Morse reports to Bob Okin, executive vice president – national sales.
Morse, who has over 25 years of experience in financial services, joined the firm from Raymond James in Atlanta. Previously, he had worked at both Smith Barney and Bear Stearns managing and developing branch offices.
"Oppenheimer has a conservative, stable, solutions-based culture," says Morse. "The fact that Oppenheimer is an independent wealth management and investment banking boutique, not a major bank’s subsidiary, 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.
"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 which are carefully monitored and consistently objective. They are also able to draw on the resources of Oppenheimer as a whole, including Oppenheimer Asset Management and Oppenheimer Trust Company," he says. "Oppenheimer’s established reputation will also help them grow their businesses."
"I think Gordon’s experience will help us not only increase our prominence in Atlanta, one of the major cities in the South, but also improve our visibility in the entire Southeast," says 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."