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James L. Oberheide Email & Phone Number

Private Wealth Manager, Managing Director at Merrill Private Wealth Management
Location: United States 7 work roles
1 work email found @morganstanley.com 1 phone found area 212 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 71%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Private Wealth Management
Role
Private Wealth Manager, Managing Director
Location
United States
Company size
34842 employees

Who is James L. Oberheide? Overview

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Quick answer

James L. Oberheide is listed as Private Wealth Manager, Managing Director at Merrill Private Wealth Management, a with 34842 employees, based in United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 212, and a matched LinkedIn profile for James L. Oberheide.

James L. Oberheide previously worked as Managing Director, Private Wealth Manager at Merrill Lynch and Managing Director, Private Wealth Advisor, Senior Investment Consultant at Morgan Stanley.

Company email context

Email format at Merrill Private Wealth Management

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joberheide@morganstanley.com
76% confidence

AeroLeads found 1 current-domain work email signal for James L. Oberheide. Compare company email patterns before reaching out.

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Profile bio

About James L. Oberheide

James Oberheide is a Managing Director and Private Wealth Manager with over thirty years of experience in the financial services industry. James leads The Oberheide-Schlesinger Group at Merrill Private Wealth Management, a team of wealth management professionals that advise affluent families on managing significant wealth. James has been highlighted in Barron’s list of top financial advisors for thirteenth consecutive years (2011-2023), a featured speaker at Barron’s Top Advisory Teams and Chicago Regional Summits, as well as a featured video contributor on Barron’s website. He has previously been named to the Financial Times FT Top 400 Advisers and named to Forbes Magazine's list of America's Top Wealth Advisors (2014-2024)Prior to founding The Oberheide Group in 2007 at Morgan Stanley Private Wealth Managment, he was a Principal and Senior Investment Advisor with Bernstein Global Wealth Management for 14 years advising wealthy families, organizations and their consultants. He also managed relationships with the financial service industry through the OneSource Division of Lotus Development Corp.

Current workplace

James L. Oberheide's current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Private Wealth Management
Merrill Private Wealth Management
Private Wealth Manager, Managing Director
Chicago, IL, US
Website
ml.com
Employees
34842
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Company profile
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7 roles

James L. Oberheide work experience

A career timeline built from the work history available for this profile.

Managing Director, Private Wealth Manager

Current
Merrill Lynch

United States

Sep 2024 - Present

Managing Director, Private Wealth Advisor, Senior Investment Consultant

Current
Morgan Stanley

Chicago

© 2022 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html For more information on the ranking methodology for the award[s] listed above, go to http://fa.morganstanley.com/theoberheidegroup/ Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating[s]. NMLS# 1412068

Feb 2007 - Present

Vice President, Lotus Onesource

Lotus
Jan 1989 - Jul 1993
Team & coworkers

Colleagues at Merrill Private Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

KI Kavita Iyer Kavita Iyer Colleague at Merrill Private Wealth ManagementMumbai, Maharashtra, India View → FL Francois Lu Francois Lu Colleague at Merrill Private Wealth ManagementJersey City, New Jersey, United States View → WM William Miner, Crpc™, Cpfa™ William Miner, Crpc™, Cpfa™ Colleague at Merrill Private Wealth ManagementCanfield, Ohio, United States View → EF Elvi Felizlaureano Elvi Felizlaureano Colleague at Merrill Private Wealth ManagementAllentown, Pennsylvania, United States View → WF William Fusco William Fusco Colleague at Merrill Private Wealth ManagementChandler, Arizona, United States View → CR Chris Russak Chris Russak Colleague at Merrill Private Wealth ManagementPortland, Oregon, United States View → JH Joan Hebert Joan Hebert Colleague at Merrill Private Wealth ManagementBeaumont, Texas, United States View → CJ Chintan Jain Chintan Jain Colleague at Merrill Private Wealth ManagementMumbai, Maharashtra, India View → WB William Beck William Beck Colleague at Merrill Private Wealth ManagementTallahassee Metropolitan Area, United States View → JF Janet Fetherolf Janet Fetherolf Colleague at Merrill Private Wealth ManagementTallahassee, Florida, United States View →
FAQ

Frequently asked questions about James L. Oberheide

Quick answers generated from the profile data available on this page.

What company does James L. Oberheide work for?

James L. Oberheide works for Merrill Private Wealth Management.

What is James L. Oberheide's role at Merrill Private Wealth Management?

James L. Oberheide is listed as Private Wealth Manager, Managing Director at Merrill Private Wealth Management.

What is James L. Oberheide's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for James L. Oberheide at Merrill Private Wealth Management.

What is James L. Oberheide's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for James L. Oberheide at Merrill Private Wealth Management.

Where is James L. Oberheide based?

James L. Oberheide is based in United States while working with Merrill Private Wealth Management.

What companies has James L. Oberheide worked for?

James L. Oberheide has worked for Merrill Private Wealth Management, Merrill Lynch, Morgan Stanley, Bernstein Private Wealth Management, and Lotus.

Who are James L. Oberheide's colleagues at Merrill Private Wealth Management?

James L. Oberheide's colleagues at Merrill Private Wealth Management include Kavita Iyer, Francois Lu, William Miner, Crpc™, Cpfa™, Elvi Felizlaureano, and William Fusco.

How can I contact James L. Oberheide?

You can use AeroLeads to view verified contact signals for James L. Oberheide at Merrill Private Wealth Management, including work email, phone, and LinkedIn data when available.

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