David Osburn
,
Senior Vice President, Senior Resident Director - Wealth Management Advisor
2707 Colby Avenue
Everett, WA 98201
425.259.8301
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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.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Megan Ratchford
Officer, Wealth Management Client Associate
425.259.8302
ILEANA MONICO
Wealth Management Client Associate
425.259.8370
Alissa Chai
Wealth Management Client Associate
425.259.8344
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.
Inga Fetsek
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
David Osburn is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.