Brett Osborne

Brett Osborne

Financial Advisor

Phone: 941-833-3275
Fax: 941-391-8833
E-mail:
 

Born and raised in Punta Gorda, I have been privileged to live, work and fish in beautiful Charlotte County my entire life. I began my financial services career at Wells Fargo Advisors in 2011 when I joined the Osborne Levell team as an Operations Clerk. In August of 2013, after passing my Series 7 exam and becoming a registered representative my role with the team greatly expanded. In 2014 I was promoted to the position of Associate Financial Advisor and upon competition of additional training and professional development I was promoted to Financial Advisor in 2018.

As a Financial Advisor, I am dedicated to helping individuals and families develop, and execute, financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with the Deep Creek Elks Lodge and Charlotte Harbor Environmental Center (CHEC). Away from the office, I also enjoy fishing, diving, and boating in beautiful Charlotte Harbor.