Darin Elkins

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Mukilteo, WA

Credentials

Series 63, Series 66

Industry experience

20 years

Expertise

College savings (529s, UTMA, etc.) General retirement planning Wealth management

Work history

Edward Jones

2005 - Present (21 years)

Disclosures

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David O

Series 63, Series 66

Everett, WA

Merrill

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Charitable giving & philanthropy

Lindsey M

Series 66

Edmonds, WA

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management

Michelle P

Series 66

Freeland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Intergenerational Families

Cody M

Series 63, Series 66

Mukilteo, WA

Fidelity

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients and their families to build and maintain customized plans that address controllable financial and emotional risks. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience spans a variety of positions within the company, providing him with a broad understanding of financial advising. Cody holds a California Insurance License.

Wealth management

Rasmita P

Series 66

Lynnwood, WA

Fidelity

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

General retirement planning Wealth management Cash flow / budgeting Parents

Taylor A

Series 66

Marysville, WA

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Retirement withdrawal strategies
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