About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
James Levell

James Levell

    • Branch Manager
    • Senior Financial Advisor
    Born and raised in Omaha, Nebraska, I have proudly called Charlotte County home for over 30 years. My career began with A.G. Edwards in 1986 in Port Charlotte, Florida. After spending 13 years at Smith Barney from 1994 to 2007, I moved to Wells Fargo Advisors Financial Network in Punta Gorda and established our independent practice, Osborne Levell Wealth Management.

    In addition to the Accredited Asset Management Specialist (AAMS®) designation, I have earned the Chartered Retirement Planning Counselor (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College of Financial Planning. I also hold all of the requisite securities registrations and insurance licenses to better assist clients with comprehensive planning.

    As a Chartered Retirement Planning Counselor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. My goal is to provide sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect.

    Active in the local community, I participate in many civic and community organizations, including the Punta Gorda Kiwanis and Charlotte Estate Planning Council. In my free time I enjoy traveling, music, magic and photography.
    Nancy Burkett

    Nancy Burkett

      • Operations Manager
      For over 35 years I have been dedicated to helping clients succeed financially. My career in the financial services industry began in 1982 at Shawmut Bank of Boston. Over the past three decades I have worked for some of the top investment firms on Wall Street, including Merrill Lynch, Smith Barney, Raymond James and Wells Fargo Advisors Financial Network.

      My mission is to ensure clients are happy and issues are solved quickly and efficiently. I am extremely proud of the numerous client service awards I have won over my career. I want everyone to have a great experience at Osborne Levell Wealth Management.

      I am a native of Boston, Massachusetts but have proudly called Punta Gorda home since 1989 with my husband Allen and my two children, Emily and Jeffrey. When I am not working, my passion is cooking and supporting my hometown teams, the New England Patriots and Boston Bruins.