Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Whatever your personal goals may be, my team and I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
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David C Osburn, Senior Resident Director - Wealth Management Senior Vice President, began his financial services career in 1999. As a Senior Resident Director - Wealth Management Advisor David has assisted clients by managing their individual wealth through multiple and complex market cycles while helping to meet their individual needs. David focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
David was born and raised in the Pacific Northwest and graduated from the University of Washington School of Business with a concentration in Finance. David enjoys his family time with his wife Jill, and twin boys Will and Drew. He loves sharing his passion of sports in the summer with his boys by attending Mariners game, and throwing the ball back and forth in their backyard, when fall arrives Husky and Seahawk games are always a favorite. David also enjoys representing Merrill Lynch Wealth Management in the community both personally and as the Branch Manager of the Everett office.
Community involvement is an integral part of how David and his team interact with clients and communities. They are enthusiastically involved with volunteering in Snohomish, King, and Pierce Counties. Let David and his team show you how their professionalism and dedicated client service could benefit you and your family. Contact them at your earliest convenience.
University of Washington
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.