H David Osnowitz - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

H David Osnowitz

Senior Vice President - Investments

Global Wealth Management

CORPORATE CENTER EAST, PHASE1
2205 EAST EMPIRE
Suite C
BLOOMINGTON, IL 61704-3641

Phone: (309) 664-8603
Email:

Directions to Branch

PROFESSIONAL STAFF

(309) 664-8604

Registered Client Associate

PROFESSIONAL PROFILE

David Osnowitz, Vice President and Wealth Management Advisor, joined Merrill Lynch in 1994. David graduated from The University of Iowa in 1985 with a degree in Finance. He earned the Certified Financial Planner™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. in 1988.

In 2005, David was approved as a discretionary portfolio manager in the Merrill Lynch Professional Investment Advisory (PIA) program.

Dena Harris, Registered Client Associate, has been with Merrill Lynch since 1998 and is responsible for all administrative matters. Dena is committed to and delivers the highest level of client satisfaction.

David offers in-depth, strategy-based solutions for all his clients' varying financial needs, including portfolio management, transition planning, retirement planning, and a variety of client-tailored strategies and customized lending solutions. David and Dena provide a level of service that is unparalleled in the industry.

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H David Osnowitz 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Opinions expressed are subject to change. Past performance is no guarantee of future results.

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