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Wells Fargo Advisors Financial Network | Osborne Levell Wealth Management

  • Financial Services
  • Financial Planning
  • Health, Life, & Annuities
  • Retirement Planning/Investment Securities
  • Trusts, Estate & Investment Management
  • Wealth Management
230 Bal Harbor Blvd, Suite 113
Punta Gorda, FL 33950
(941) 833-3272 (Office)
(844) 672-6763 (Toll Free)
(941) 391-8333 (fax)
Hours:
Monday - Friday: 8:30am-5:00pm

Osborne Levell Wealth Management is a separate entity from WFAFN.
  • About

    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Co.

  • Whom to Contact

    • James Levell
      Senior Financial Advisor / Branch Manager
      230 Bal Harbor Blvd, Suite 113
      Punta Gorda, FL 33950
      Phone: (941) 833-3262
    • Brett Osborne
      Associate Financial Advisor
      230 Bal Harbor Blvd, Suite 113
      Punta Gorda, FL 33950
      Phone: (941) 833-3275
    • Steven W. Osborne
      Senior Financial Advisor / Managing Principal
      230 Bal Harbor Blvd, Suite 113
      Punta Gorda, FL 33950
      Phone: (941) 833-3282
    • Linda Salsberry
      Registered Senior Administrative Assistant
      230 Bal Harbor Blvd, Suite 113
      Punta Gorda, FL 33950
      Phone: (941) 833-3272
      Fax: (941) 391-8333
  • Directions

    Our office is located in PGI near the intersection of W. Marion Ave. & Bal Harbor Blvd. (just behind Keller Williams realty). Turn onto Bal Harbor from Marion and our parking lot is the 2nd left.

 
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