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Osborne & Associates

Private Wealth Advisors

BRUNO CAPITAL BUILDING

100 GRANDVIEW PL., FLOOR 02

BIRMINGHAM, AL 35243

205.298.7403

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Team

About us

Osborne Watts and Associates

Osborne, Watts & Associates is a full-service wealth management team located in Birmingham, Alabama. We are a regional leader, established as the only Private Banking and Investment Group team in Alabama, Mississippi, and Louisiana. As members of the Private Banking and Investment Group, we offer the intimacy and attentiveness of a boutique, combined with the global resources and proven capabilities of Merrill Lynch. We work exclusively with ultra-high-net-worth clients, offering a suite of services and strategies that are distinctive in their breadth, scope, and sophistication.

We recognize that affluent clients have different needs. Client wealth may be institutional in scale, but client priorities, family dynamics, and concerns are decidedly personal in nature. At Osborne, Watts & Associates, we never lose sight of that balance. We look to advance client financial goals by offering institutional-quality strategies, access, and pricing. However, we recognize that our success is not measured simply by analytics and numbers, but in the quality of client life, and the positive impact that wealth can have on families and communities.

Our National Recognition

Our team has garnered national recognition for excellence:

  • Brad Osborne, the founding partner of our team, was named one of the Top 1,000 Financial Advisors in America by Barron’s Magazine from 2010 – 2013.1
  • The Clients We Serve

    Our team is specially qualified to serve affluent individuals and institutions. Individual clients include entrepreneurs, business owners, corporate executives, and their families. We are attuned to the varying needs of multiple generations of families, and seek to promote financial education and the smooth transmission of values across generations. Our services include day-to-day needs like bill payment and reporting, and long-term needs like wealth transfer strategies and portfolio management. We pride ourselves on our superior service ethic. Each of our team members plays a distinctive role; together, we create a client atmosphere that is personal, attentive, intimate, and customized.

    Brad Osborne is designated as a Global Institutional Consultant at Merrill Lynch – one of approximately 80 advisors firm-wide that hold this qualification. In this capacity, he works with defined benefit plans; public, corporate, and Taft-Hartley retirement funds; endowments; and foundations. Our team provides institutional clients with a range of services that draw upon our own strengths as a team, as well as the wider capabilities and in-depth resources of Merrill Lynch specialists. We are well trained in meeting the regulatory and reporting requirements of institutional investors; our longevity in this role attests to our exactitude and sensitivity in responding to the particular challenges of institutional clients.

    Our Focus

    A collaborative relationship based on trust and transparency is the driving force behind our customized advice and strategies.

    Our Offerings

    We offer a range of services and strategies for individuals, families, and institutions: Private Wealth Services

  • Portfolio management
  • Concentrated stock management
  • Retirement planning strategies
  • Trust and estate planning services
  • Lending services from Bank of America, N.A
  • Philanthropy
  • Institutional Consulting Services
  • Access to Investment Policy Services
  • Strategic asset allocation*
  • Manager searches and oversight
  • Performance measurement
  • Custody of assets
  • Investment advice and guidance
  • ________________________________________

    Meet the team

    Back to team

    Brad Osborne, CIMA®

    Senior Vice President

    Private Wealth Advisor

    205.298.7402

    205.298.7402

    brad_osborne@ml.com

    Add to address book

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    Neal Carroll, CFP®

    First Vice President

    Senior Financial Advisor

    205.298.7408

    205.298.7408

    davidneal_carroll@ml.com

    Read Bio

    Conjia Bridges

    Private Wealth Assoc

    205.298.7403

    205.298.7403

    conjia_bridges@ml.com


    Latest Thinking


    Back to overview

    Meet the team

    Brad Osborne, CIMA®

    Senior Vice President

    Private Wealth Advisor

    205.298.7402

    205.298.7402

    brad_osborne@ml.com

    Add to address book

    Read Bio

    Neal Carroll, CFP®

    First Vice President

    Senior Financial Advisor

    205.298.7408

    205.298.7408

    davidneal_carroll@ml.com

    Read Bio

    Conjia Bridges

    Private Wealth Assoc

    205.298.7403

    205.298.7403

    conjia_bridges@ml.com