A team of advocates putting your goals first

Osterbur Patel Wealth Management Team Photo

When you entrust us with your goals, you get more than the advice of a financial professional, you get a partnership with a team of advocates committed to your values and vision for your future.

What difference does that make? It’s the difference between a bottom line and the things you truly value like family, financial confidence and comfort in retirement. We believe money is a means, never an objective, and that has shaped our approach to service. We are closer with our clients than you may expect from a professional service. We’re in it long-term. We want to know you, your family and your aspirations. We want to be there with you on your journey, celebrate your progress and be ready with a calming hand when things suddenly change.

That’s what it means to work with a team of advocates. Your life, your goals and your loved ones come first.

Abbie Osterbur Bio Image
Abbie Osterbur, CFP®, CPFA™
Vice President, Wealth Management
Niralee Patel Bio Image
Niralee D. Patel
Vice President, Wealth Management
Brandi Smith
Brandi Smith
Senior Registered Client Service Associate

*Lending services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James & Associates, Inc is a broker-dealer, is not a bank, and is not an FDIC member. All references to FDIC insurance coverage in relation to Brokered CDs and/or Market-Linked CDs address FDIC insurance coverage, up to applicable limits, at the insured depository institution that is disclosed in the offering documents. FDIC insurance only covers the failure of FDIC-insured depository institutions, not Raymond James & Associates, Inc.. Certain conditions must be satisfied for pass-through FDIC insurance coverage to apply.