Terry Osborn

First Vice President, Wealth Management, Financial Advisor, International Client Advisor, Financial Planning Specialist

Contact Me
Terry Osborn


Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

About Terry

Terry Osborn is a First Vice President and financial advisor in New York City with the OBK Group at Morgan Stanley. Terry has been in the financial services business for over 10 years and holds an MBA in Human Resource Management, as well as, Bachelors in Finance from Goldey-Beacom College. He was born and raised in England, and has been in the US for 20+ years. He enjoys traveling the world, especially taking time in London to visit clients, family and friends. In his spare time, you can find him playing soccer and riding his motorcycle.

As your Financial Advisor, Terry can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together Terry can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Bonds
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Products
  • Life Insurance
  • Municipal Bonds
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Stock Option Plans
  • Structured Products
  • Trust Accounts
  • Wealth Consulting
  • Wealth Management

Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1282550

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 590 Madison Avenue 11th Floor
  • New York, NY 10022



    • Masters of Business Administration - HRM, 2004
      Goldey - Beacon College
      Wilmington, DE
    • Bachelor of Science - Finance, 2002
      Goldey - Beacon College
      Wilmington, DE
    • Series 7 - General Securities Representative
    • Series 31 - Managed Futures & Commodities
    • Series 63 - Uniform State Exam
    • Life, Accident & Health Insurance

    Client Service Team

    Client Service Team

    Debra Rosenbach

    Registered Client Service Associate



    • Manhattan BNI - Business Networking International
    • St. George's Society - NYC.



    2005 - Present: Morgan Stanley*
    First Vice President - Wealth Management
    Financial Advisor
    International Client Advisor
    Financial Planning Specialist
    New York, NY

    2004 - 2005: Laidlaw International Ltd.
    Financial Advisor


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Terry Osborn today.

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