Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
10yrs
Danielle Osborn
Financial advisor at UBS Financial Services
Based in Fort Myers, Florida, Danielle Osborn is a fiduciary financial advisor with 10 years of industry experience. Danielle joined UBS Financial Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeFort Myers, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowUBS Financial Services Inc.Current firm
Contact Danielle
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Danielle. Fort Myers, FLOffice · Get directions LinkedIn pageUBS Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call UBS Financial Services at (201) 352-3000 and ask for Danielle Osborn. Danielle works from the Fort Myers, FL office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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