2 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2008
- 205.949.6040
-
2614 19th Street South
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
- PLANADVISER Top Retirement Plan Advisers | 2022
- NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Alabama)
- 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 and 2022 (Team Birmingham)
News & Resources
Resources
Resources
4 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Announcements
7 months ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
Resources
7 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
