The Osborn-Berrier Group at Morgan Stanley is an experienced team of financial professionals who serves as advisors to affluent investors helping them build and manage a comprehensive wealth management plan. The plan involves all aspects of their financial affairs - investments, insurance, credit, estate planning strategies, legacy planning, - as well as coordinating the work of other professionals such as accountants, attorneys, and portfolio mangaers. The Osborn-Berrier Group's training, knowledge, and experience teamed with Morgan Stanley's vast resources allows us to address the changing requirements of every stage of your financial life. Areas of Focus: Wealth Management Estate Planning Strategies Education Planning Retirement Planning Long-Term Care Life Insurance Series 7, 31, 63 and 65 NMLS # 1421424 