Stephen Osborn

Background

About Stephen Osborn

Steve Osborn is a highly experienced and accomplished Wealth Management Advisor at Merrill. With over 20 years of experience in the industry, Steve has built a reputation for providing comprehensive and effective wealth management and planning services to his clients. Throughout his career, Steve has demonstrated a deep understanding of the financial markets and a commitment to delivering results. He is a CERTIFIED FINANCIAL PLANNER™ CFP® professional, and holds the Chartered Retirement Planning Counselor™ CRPC™ and Chartered Financial Consultant® ChFC® designations, which are all highly respected professional designations in the industry. Steve's team at Merrill has been named to the Forbes Best in State Wealth Management teams in 2023 and 2024 (Published annually in January. Rankings based on data as of March 31 of prior year), which he believes is a testament to his leadership and knowledge. He is a lifetime learner and is always seeking new ways to improve his skills and knowledge in order to better serve his clients. In addition to his professional pursuits, Steve is an avid tennis player and loves to spend time with his family and enjoy the outdoors. He is a dedicated and passionate individual who is committed to helping his clients achieve their financial goals. Steve's focus on comprehensive wealth management and planning has helped countless individuals and families achieve financial stability and security. His is dedicated to helping his clients navigate the complex financial landscape and achieve their dreams.