David Osgood, AWMA®

David Osgood brings with him an impressive background, recently excelling as the Resident Director of Merrill in Vero Beach, where his leadership led to a dramatic improvement in rankings. Under his guidance, the office soared from 219th to 7th out of 436 nationally in terms of growth and profitability by the end of 2023 and clinched the top spot in January 2024. Previously, David held significant leadership roles at US Trust and Bank of America Wealth Management, demonstrating a deep understanding of the fiduciary business.

A proud graduate of UNC Chapel Hill and native of Jacksonville, Florida, David brings both professional acumen and regional insights.

Beyond his professional commitments, David is a dedicated family man and avid outdoorsman. He is the father of two Eagle Scouts and one American Heritage Girl, sharing his love for camping, hiking, boating, and golfing with his family. David’s commitment to service extends into his community involvement, where he contributes to the Planned Giving Council of Indian River and United Against Poverty, among other organizations.

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