Drew Osborne, CEPA®
Senior Financial Advisor, First Vice President @ Merrill Lynch
About
Wealth Advisor at Merrill helping high achievers protect, grow, and enjoy what they've built. I partner with clients who: - Are founders and business owners - Earn significant income - Hold concentrated company stock - Receive complex equity compensation - Want proactive, organized financial guidance I tend to focus on direct indexing strategies, custom equity diversification plans, retirement income modeling, philanthropic planning, and multi-year tax coordination - so clients can focus on their careers, families, and ambitions. Drew G. Osborne Merrill Lynch Wealth Management Advisor World Financial Center 225 Liberty St. 38th Fl. New York, NY 10281 Drew.Osborne@ml.com 212-236-5479
United States
New York
Financial Services
Estate and Retirement Planning Services, Private Wealth Management, Business Exit Planning
Experience
Senior Financial Advisor, First Vice President
Merrill Lynch
Drew Osborne, CEPA®'s Contact Information
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