6 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
- With CAPTRUST Since 2008
- 205.949.6040
-
2614 19th Street South
Homewood, AL 35209
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
- Birmingham, AL
- Unbroken by Laura Hillenbrand
- Good friends
- Whether you think you can or you can’t, you’re probably right.
- Honesty, integrity, and humor
Financial Advisors
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
Awards & Recognition
- Business Alabama Top Investment Advisory Firm in the State | 2017 and 2018
- Financial Times Top 401 Retirement Advisor | 2018, 2019, 2020, and 2021
- NAPA Top Retirement Plan Advisory Team | 2017, 2018, 2019, and 2020
- Barron’s Top 100 Institutional Consultants | 2021 (Team Birmingham)
News & Resources
Resources
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Announcements
5 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
6 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
