Merrill Lynch Financial Advisor Charters Osborne

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Charters Osborne is a financial advisor based in Lexington, Kentucky, offering investment advice and strategies tailored to individual client needs. He specializes in understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to provide comprehensive financial planning. Charters holds several professional certifications, including AAMS, ChFC, CPFA, and CRPC, which enhance his ability to guide clients effectively. His services cater to individuals seeking personalized investment strategies and financial guidance.

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