TERRI OSNESS, CFP®, CPWA®

Senior Private Wealth Financial Advisor

Managing Director - Investments

Address: 8601 N SCOTTSDALE RD, STE 100 , SCOTTSDALE , AZ 85253
Call: 480-348-5129 
Email: Terri.Osness@wellsfargo.com Compose mail in a new window

My Background

My Associate(s): Jordan Osness, Registered Client Associate ; Kerrie Kane, Senior Registered Client Associate

My Education & Credentials

  • Bachelor of Arts in Finance - University of Washington - Cum Laude

My Community Involvement

  • Cystic Fibrosis Foundation
  • Feed My Starving Children
Securities Registered in the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, TN, TX, UT, VA, WA, WI, WV, WY
Insurance licensed in the following states: CA (Lic. # 0H33812) Resident State: AZ
TERRI OSNESS: Financial Advisor: Wells Fargo Clearing Services, LLC