4 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
- With CAPTRUST Since 2008
- 205.917.5399
-
2000 Southbridge Parkway
Suite 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 is a retirement plan advisor based out of Birmingham, AL.
Paul joined CAPTRUST in 2008 as principal, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Paul served as director of retirement plans at UVEST Financial, a division of LPL Financial, in Charlotte, NC 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
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Birmingham)
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 and 2019
- NAPA Top Retirement Plan Advisory Team | 2017, 2018, and 2019
News & Resources
Resources
Announcements
5 months ago
Top DC Honors from NAPA
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...
Fiduciary Update
9 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
Announcements
10 months ago
Financial Times Names 23 CAPTRUST Advisors to Top 401 List
The list recognizes the top financial advisors who specialize in...