Paul Owen, AIF®, APR, MBA

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Paul Owen is an institutional retirement plan advisor based in Birmingham, AL.

Paul joined CAPTRUST in 2008 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries and high-net-worth-individuals. Prior to joining the firm, Paul served as director of retirement plans at UVEST Financial, a division of LPL Financial, in Charlotte, North Carolina, and has worked in the industry since 2000. Paul was a letterman on the Auburn football team.

Education

  • Bachelor of Science degree in corporate finance from Auburn University
  • Master of Business Administration degree from Manderson School of Business, University of Alabama

Industry Designations

  • Accredited Investment Fiduciary®
  • Accredited Pension Representative
  • Masters of Business Administration

Awards & Recognition

  • PLANADVISER Top Retirement Plan Advisers | 2022 and 2023
  • Barron’s Top 100 Institutional Consultants | 2021, 2022, 2023 (Team Birmingham)
  • CAPTRUST Advisor of the Year | 2022
  • NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Alabama)
  • Financial Times Top 401 Retirement Advisor | 2018, 2019, 2020, and 2021
  • NAPA Top Retirement Plan Advisory Team | 2017, 2018, 2019, and 2020
  • Business Alabama Top Investment Advisory Firm in the State | 2017 and 2018

Webinar

Trends in 3(38) for Plan Sponsors (Webinar Recording)

In this webinar recording, a panel of CAPTRUST experts discuss the current investment management landscape and share best practices for how plan sponsors can implement 3(38).

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Resources

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