Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
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.
Click here to visit my team's website.
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.