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Nashville, TN 37215
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Geni Osborn

Phone 859-514-6045
Mobile Number 859-312-2066
Fax 859-514-6046

Ms. Geni Osborn
Waddell & Reed
2333 Alexandria Dr.
Lexington, KY 40504

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Geni Osborn

Waddell & Reed
Chapter: Bluegrass Business Builders

Financial, Financial Advisor

My BusinessI develop comprehensive, personal financial plans tailored specifically to each client’s goals. By building personalized plans supported with strong investment products, I enable my clients to identify their financial planning goals and take action toward achieving them. Taking Planning Personally

Ideal ReferralA client who is preparing to retire in a few years who wants to make sure he/she has a strong plan in place.

Top ProductI don't have a Top - My practice is built upon the needs of my clients and includes planning, investments and insurance.

Top Problem SolvedI worked with a couple to prepare and act on their financial plan. When the husband died unexpectedly, They had completed their Action Items and were prepared for the unexpected. It allowed her to focus on her grief rather than worry about the finances.

My Favorite BNI StoryA small business owner lost complete faith and confidence in his team of advisors. When he was began to work with one member of the chapter, he then continued to work with other members to rebuild his team of advisors.

My Ideal Referral PartnerThe ideal partner is one who works together with me to find common ground to build introductions and quality referrals.