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From Family Lessons to Financial Legacy

8 Nov 2025 · 1 min

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This content was created by Mark Osborne, MBA, CEPA®. This content was uploaded by Mark Osborne, MBA, CEPA®. This is a YouTube video titled "From Family Lessons to Financial Legacy" (created 2025-11-08) containing an English first-person monologue/profile. The speaker describes their financial-advisory background: inspired by a grandfather who encouraged early investing in the mid-1980s, more than 20 years at Fidelity Investments, obtaining a CEPA designation, and for about three years working at UMB Bank combining wealth advisory experience with commercial bankers to serve business owners. The excerpt reads like a professional/personal bio focused on financial advising and legacy.

Chapters

My grandfather on my mother's side was a big saver, and he got us started early and often into the into the markets. And this was you know kind of pre-computer back in the in the mid-eighties and that type of thing. So I knew that I wanted to go into this line of work. Eventually, I landed with Fidelity Investments. So for over twenty years, I was with Fidelity Investments. A lot of people have heard large organization, and then I got involved with the local community here and what we would call the the. Advisor community with business owners. And I got my CEPA designation. And about 3 years ago, I came to what is now UMB Bank and excited about it because I'm working with a lot of the commercial bankers that, of course, work with business owners. So it's, it's that combination of my wealth advisory experience and then working with the business bankers and then working with the business owners themselves.