The Osborn-Berrier Group at Morgan Stanley

Ernie began his career with Morgan Stanley’s predecessor firm Shearson Lehman Brothers in 1992 after having worked as an account executive with Carolina Freight Carriers. In 2000, The Osborn-Berrier Group was founded when Brett and Ernie formed their partnership. Through his career of more than 28 years with Morgan Stanley, Ernie has excelled at providing financial planning and investment solutions to individuals and families. His primary responsibilities are team management, client servicing and marketing. Ernie holds Series 7, 31, 63, 65, Life, Health and Long Term Care insurance licenses and he has earned the following designations: Certified in Long Term Care, Insurance Planning Director, Financial Planning Specialist and Certified Investment Management Consultant.

Ernie was born and raised in Winston-Salem, attended Bishop McGuinness High School and then Wake Forest University where he majored in Business and minored in Sociology. After graduating in 1987 he moved briefly to Maryland, then Virginia where he met and married his wife Nancy in 1989, and finally returned to his hometown in 1990. Ernie and Nancy are the proud parents of Ross, Clark and Caroline who all carried on his legacy by attending Wake Forest University. In addition to their cat, brilliantly named Kitty, they have two dogs – an Airedale named Annie and a Javanese named Bella. Ernie has been actively involved in his community by serving on the Board of Trustees at Summit School, as President of Keep Winston Salem Beautiful, as a coach for all three children’s Winston-Salem Optimist Soccer Teams, as Business Office Manager and Investment Committee member of Centenary United Methodist Church, and as a member of the UNCSA Dean’s Council. On weekends Ernie enjoys playing soccer, golf, traveling, supporting WFU athletics and all things family.

Brett joined Morgan Stanley in August 2000 as a financial advisor after a four year stint with Bank of America where he focused on Mergers and Acquisitions.  His current responsibilities on the team are primarily developing and monitoring the financial plans for existing and prospective clients and maintaining the client relationships once the financial plan has been implemented.

Brett was born and raised in Germanton, NC and attended South Stokes High School and then furthered his education at Appalachian State University where he received both academic and athletic scholarships and graduated Summa Cum Laude with a Business Degree and a concentration in Finance.  He was a four year letterman on the varsity baseball team and was awarded the Eloise Brakefield Academic Award in 1997, which is given to the graduating senior athlete with the highest GPA.  Brett and his wife, Jessica, have a daughter, Molly, and they attend Revo Church where Brett currently serves on the Finance Committee. Brett's hobbies include cheering for the Wake Forest athletic teams and running.

Blake was born in Lexington, NC but lived his adolescent years in Cary, NC. He attended NC State University where he was a student athlete playing on the university's tennis team. After graduating in 2005, he moved to Charlotte where he met his wife Lindsay, who is a Winston-Salem native. They returned to Winston-Salem in 2010 when he joined Morgan Stanley. In addition to their two children, McCall and Worth, they have a golden retriever puppy named Addy. Blake is active in the community coaching his daughter's and son's
soccer and basketball teams, and attending Centenary United Methodist Church. With the little spare time he has, Blake plays golf, tennis, runs, supports both NC State University and Wake Forest University Athletics, and of course enjoys spending time with his family.

Linda joined Morgan Stanley in October 2017 after working as a stay at home mom for 15 years.  During that time she enjoyed jobs in sales, catering, office management, health and physical fitness, as well as a wide variety of community volunteer services, while raising her family.  She graduated from Meredith College with a B.S. in Biology, and after college was a nuclear medical technologist at NC Baptist Hospital, Bowman Gray School of Medicine for twelve years.  She is a client service associate and supports our clients and Financial Advisors with scheduling and correspondence.

Linda and her husband, Chris, live in Winston-Salem with their children, Aubrey, Ethan, Evan, Emelie and their dogs, Mozart, Miles and Murphy.  She and her family are members of St. Leo the Great Catholic Church. Having run four marathons, she enjoys running and is an avid tennis player.  She also enjoys her time with family entertaining, cooking, and participating and watching her children in all their activities and athletics.

Todd Welch joined Morgan Stanley in 2000 as a Service Associate / Operations Manager in Charleston, SC. In 2006, he moved to Raleigh, NC where he was a Business Service Manager for Wealth Management. In 2020, he moved into his current role as a Wealth Management Associate for the Osborn-Berrier Group in Winston-Salem, NC. He has over 20 years of industry experience and currently holds Series 3, 7, 9, 10, 63 and 66 licenses.

Todd supports both internal and external clients by partnering with team members to help address the specific needs and service issues of clients in order to foster new client relationships and cultivate existing ones.

Todd enjoys spending time with his family, anything sports related and planning for the next adventure.

Lauren has been a member of The Osborn-Berrier Group team since 2011.  Prior to taking time off to raise her family, Lauren was a Vice President in Equity Research at Independence Investment Associates in Boston and Prudential Securities in Boston and New York.  She has a combined 23 years of experience in the investment industry and currently holds a Series 7 and 66 license.

As the Consulting Group Analyst for the team, Lauren is responsible for research and portfolio analytics, meeting preparation and analysis of investment solutions.

Lauren and her husband, Rob, have four children. Outside of work, she enjoys spending time with her family, being outdoors, and staying on top of the restaurant scene in Winston Salem.

Sarah joined Morgan Stanley in February of 2023. She spent the previous 10 years in New York and Boston working in different capacities in the furniture industry. Most recently she worked in a business development role in the Boston Design Center and as a category manager at Wayfair. She graduated from Clemson University with a degree in Business Marketing.

Sarah is a registered client service associate who supports our clients at every stage. She holds her Series 7 and Series 66 license.

Outside of work, Sarah enjoys reading, watercolor painting, and genealogy research. She loves college football, spending time with family and friends, and doing anything outside.