4 hours ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
- With CAPTRUST Since 2008
- 205.917.5399
-
2000 Southbridge Pkwy
#500
Birmingham, 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 and 2020
- NAPA Top Retirement Plan Advisory Team | 2017, 2018, 2019, and 2020
News & Resources
Retirement Plans
Retirement Plans
4 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
1 month ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
