Wes Osbourn, Financial Advisor located in Charlotte, NC

Financial Advisor
Wes Osbourn

CFP®
10715 Sikes Pl Suite 110, Charlotte, NC 28277opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Melissa Talley
    Sr. Branch Office Administrator
  • Ashleigh Hall
    Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(704) 821-8377

Fax

(866) 251-0328

Office Address

10715 Sikes Pl Suite 110
Charlotte, NC 28277opens in a new window

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