Best-in-State · rank 71 · Birmingham, Alabama · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Merrill Private Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Private Wealth Management is part of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Team name — Osborne and Associates (high)
- “Osborne & Associates” — firm_official
- Team size — 5 (high)
- “The team consists of 5 members: Brad A. Osborne, Mary Anne Phillips, Justin Mayfield, Logan LaDuke, and Marilyn Lane” — firm_official
- CRD — 6089597 (high)
- “Mary Anne O. Phillips has CRD# 6089597” — sec_finra_regulatory
- Years experience — 18 (high)
- “She has worked in financial services since 2008 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 09/18/2012” — sec_finra_regulatory
- Designations — CFA (high)
- “Mary Anne Phillips, CFA” — social_or_third_party_db
Book of business
- Team AUM ($M) — 674 (high)
- “Team Assets (Custodied): $674M” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size for new business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 27.5 (high)
- “Typical Net Worth of Relationships: $5-50M” — forbes_shook
- Client niche — nonprofit endowments and foundations, private company executives, families with generational wealth, corporate executives with concentrated stock (high)
- “Nonprofit endowments and foundations (Southeast region), private company executives and business owners, families with generational wealth, corporate executives managing concentrated stock positions, intergenerational fa” — firm_official
- Custodians — not_applicable (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/al/birmingham-al/osborneandassociates (high)
- “Osborne & Associates advisor directory page” — firm_official
- Value proposition (verbatim) — Personalized wealth management since 1980. Providing insightful investment guidance and proactive management of assets tailored to their exact needs, enabling them to achieve their goals and build enduring legacies across generations. (high)
- “Personalized wealth management since 1980. Providing insightful investment guidance and proactive management of assets tailored to their exact needs, enabling them to achieve their goals and build enduring legacies acros” — firm_official
- Differentiators — Personalized wealth management since 1980, Focus on nonprofit endowments and foundations, Expertise with private company executives and business owners, Intergenerational family wealth planning, Specialized in concentrated stock positions (high)
- “Nonprofit endowments and foundations (Southeast region), private company executives and business owners, families with generational wealth, corporate executives managing concentrated stock positions, intergenerational fa” — firm_official
- Content marketing — none (high)
- Has podcast — no (high)
- Books published — 0 (medium)
- Linkedin url — https://www.linkedin.com/in/mary-anne-phillips-cfa-864a5211/ (high)
- “Mary Anne Phillips, CFA - Merrill Private Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Mary Anne Phillips, CFA - Merrill Private Wealth Management (LinkedIn profile active)” — social_or_third_party_db
- Press awards — Forbes 2026 Top Wealth Advisors (#71), Forbes Best-In-State Wealth Management Teams (#40 in Alabama), Forbes 2025 Best-In-State Wealth Advisors (#65) (high)
- “Rank 71, Forbes 2026 Top Wealth Advisors, also ranked #65 on Forbes 2025 Best-In-State list and team ranked #40 in Alabama” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “The team operates under the Merrill Private Wealth Management identity and Merrill's standard branding” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Merrill Private Wealth Management corporate branding (no distinct team visual identity); operates under parent Bank of America/Merrill standard palette and typography (high)
- “The team operates under the Merrill Private Wealth Management identity and Merrill's standard branding through the firm's advisor directory” — firm_official