David O. Email & Phone Number

David Osborne is the CEO, Founder and Financial advisor of OA Capital that manages families, entrepreneurs, corporations and sports professionals. Prior to founding his firm in 1999, David Osborne was a Financial Advisor with Morgan Stanley in New York and Dallas focusing on financial, retirement and college planning as well as strategic equity and income investing. During that time he developed deep client relationships and a passion for helping clients think long-term about their investing and risk management strategy. The desire to focus on the best results and best portfolio for each client led David Osborne to become an independent financial advisor. David Osborne is registered as a General Securities Representative, a General Securities Principal, an OSJ, an Equity Trader with FINRA, and he is registered as an Agent in over 20 states. Additionally, he holds Series 7, 24, 31, 55, 63, 65, Group 1 life and health licenses. David Osborne attended Texas State University on a golf scholarship, was a member of Pi Kappa Alpha Fraternity and graduated in 1994 with a BBA in Finance. When he isn’t in the office, you can find him enjoying time with his family, on the golf course, playing hockey, or taking in some live music.OA Capital is an independent private wealth management firm with offices in Dallas and Austin, Texas.

• 

  Texas State University-San Marcos

  Finance, General