Senior Financial Advisor
Born and raised in Omaha, Nebraska, I have proudly called Charlotte County home for over 30 years. My career began with A.G. Edwards in 1986 in Port Charlotte, Florida. After spending 13 years at Smith Barney from 1994 to 2007, I moved to Wells Fargo Advisors in Punta Gorda and established our independent firm, Osborne Levell Wealth Management.
In addition to the Accredited Asset Management Specialist (AAMS®) designation, I have earned the Chartered Retirement Planning Counselor (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College of Financial Planning. I also hold all of the requisite securities registrations and insurance licenses to better assist clients with comprehensive planning.
As a Chartered Retirement Planning Counselor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. My goal is to provide sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect.
Active in the local community, I participate in many civic and community organizations, including the Punta Gorda Kiwanis and Charlotte Estate Planning Council. In my free time I enjoy traveling, music, magic and photography.