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The Village Group - Asheville, NC
The Village Group
of Oppenheimer & Co. Inc.
10 Brook Street
Suite 290
Asheville, NC 28803
Tel:  (828) 251-7884
Toll Free:  (877) 885-8657
Fax:  (828) 251-7983

With over 70 years of combined experience, the Village Group of Oppenheimer & Co. Inc. offers clients the wisdom and experience they need and deserve. We assist families and businesses in accumulating, preserving and distributing wealth. We focus on multigenerational financial planning strategies, professional money management and retirement planning services. We adhere to a simple philosophy. First and foremost, we place our clients’ interests first.

By providing holistic financial and wealth management advice, we tailor comprehensive strategies built upon each client’s unique and long-term objectives. We integrate the advice that clients have already received by actively enlisting the collaboration of their attorneys, accounting professionals and other trusted advisors to ensure that each client receives the most fully diversified strategy available. In the long-term relationships we create with our clients, we seek to provide the highest standards of client service, comprehensive reporting and superior ongoing communication and responsiveness




Report as of 05/14/2012

 

Meet Our Team
Alan Brookshire
Executive Director - Investments
tel: (828) 251-7897
toll free:(877) 885-8657
fax: (828) 251-7983
alan.brookshire@opco.com

James C. Chandley
Executive Director - Investments
tel: (828) 251-7889
toll free:(877) 885-8657
fax: (828) 251-7983
james.chandley@opco.com

Julie G. Willard
Associate Director - Investments
tel: (828) 251-7898
toll free:(877) 885-8657
fax: (828) 251-7983
julie.willard@opco.com

 
Alan Brookshire is licensed in the following state(s)*:
AL, CA, CO, DC, FL, GA, ID, IN, MI, NC, NJ, NM, OH, OR, PA, SC, TN, VA, WA

James C. Chandley is licensed in the following state(s)*:
AL, CA, CO, DC, FL, GA, ID, IN, KY, MI, NC, NJ, OH, PA, SC, TN, VA, WA

Julie G. Willard is licensed in the following state(s)*:
AL, CA, CO, DC, FL, GA, ID, IN, KY, MI, NC, NJ, NM, OH, OR, PA, SC, TN, VA, WA


 

Oppenheimer Products & Services
• 401(k) Plans • Institutional Investment Consulting Services3
• 529 Plans • Insurance and Annuities
• Cash Management • Mutual Funds
• Equity and Fixed Income Strategies • Professional Money Management
• Estate and Succession Planning Strategies • Retirement Planning Services
• Exchange Traded Funds • Trust Services2
• Fund of Hedge Funds1 • Wealth Management Services
• Hedging and Monetization  

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

Copyright © 2012 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC