Steven Osborne

Steven Osborne

Senior Financial Advisor / Managing Principal

Phone: 941-833-3282
Fax: 941-391-8833
E-mail:
 

With over 35 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. 

I began my financial services career in 1982 as a Financial Advisor with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors. In 2014, I affiliated with Wells Fargo Advisors Financial Network and opened Osborne Levell Wealth Management, a locally owned, independent wealth management practice located in Punta Gorda, Florida. I strive to help each of my clients plan for a financial future that best meets their goals. Whether planning for your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

I hold a Master of Science Degree from Florida State University. I am a board member with the Charlotte Harbor Environmental Center and enjoy boating, fishing and diving. My wife Charlene and I have proudly lived in Charlotte County for over 40 years and have two sons, Nathan and Brett.