Osborne & Associates
569 Brookwood Village
Floor 5
Homewood, AL 35209
(205) 326.9500
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Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on your investment style, we can work with you to create a personalized strategy to address your individual goals. Foundationally, we desire to serve our clients by placing their best interest above all else, allowing us to better understand their unique goals and produce excellently tailored strategies. We have decades of experience navigating our clients through increasingly complex financial markets and use this knowledge to help ensure our clients stay on track, regardless of what the markets are doing.

Helping institutions meet their investment needs

We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Recognition
Mary Anne Phillips
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Working Mother "Top Wealth Adviser Moms", 2021
(Published on October 12, 2021. Rankings based on data as of Mar 31, 2021.)
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Click here to learn more about advisor recognitions
About Us
Mission

We specialize in working with nonprofit endowments and foundations in the Southeast, as well as private company executives, business owners, and families of generational wealth. Our specialization leads us to work with a select number of clients to whom we can provide focused guidance and exceptional client service.

Meet Our Team
Brad A Osborne
Senior Vice President, Senior Relationship Manager
205.326.9638
Mary Anne Phillips,

CFA

Senior Vice President, Private Wealth Advisor
205.326.9667
Justin Mayfield,

CFA, CPFA®

Vice President, Private Wealth Manager
205.326.9514
Logan LaDuke,

APMA™

Officer, Investment Management Specialist
205.326.9506
Richard Mansour
Vice President, Senior Financial Advisor
205.326.9637
Marilyn Lane
Private Wealth Client Associate
205.326.9733
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
James Camarda
Alternative Investments Regional Specialist
Bank of America, N.A.
Kurt A. Niemeyer
National Structured Credit Executive
Bank of America, N.A.
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