Michael Owens Email & Phone Number

President and Owner @ Carolina Financial Services Group

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Michael Owens Location

Greenville, NC, US

Michael Owens Work

2007 - now President and Owner @ Carolina Financial Services Group
2007 - now Chartered Retirement Plans Specialist @ Carolina Financial Services Group
2007 - now Owner @ Carolina Financial Services Group

2002 - 2007 Vice President of Investments @ UBS Group AG
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1998 - 2002 Vice President of Investments @ Scott & Stringfellow
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1992 - 1998 Financial Advisor @ Interstate Johnson Lane

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Michael Owens Education

The University of North Carolina at Chapel Hill
BS (Biology)
1983 - 1987

Michael Owens Skills

Retirement Income Planning
Portfolio Management
Financial and Retirement Planning for Small Business Owners

Fixed Annuities
Financial Advisory
Financial Services
Wealth Management
Financial Analysis
Investment Advisory
Asset Management

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Michael Owens Summary

Michael Owens, based in Greenville, NC, US, is currently a President and Owner at Carolina Financial Services Group. Michael Owens brings experience from previous roles at Carolina Financial Services Group, UBS and Scott & Stringfellow. Michael Owens holds a 1983 - 1987 BS in Biology @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Retirement Income Planning, Portfolio Management, Financial and Retirement Planning for Small Business Owners, Fixed Annuities, Financial Advisory and more. Michael Owens has 2 emails and 2 mobile phone numbers on RocketReach.

Michael Owens Emails

Found 2 emails

Michael Owens Phone Numbers

Found 6 phone numbers

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Top Carolina Financial Services Group Employees

Michael Owens

President and Owner at Carolina Financial Services Group

Greenville, NC, US
2
- gmail.com
- cfsgroup-nc.com
5+
- +1 252-321-XXXX
- +1 252-752-XXXX
- +1 252-689-XXXX
- +1 252-215-XXXX
- +1 252-565-XXXX
- +1 919-749-XXXX
Reagan Bunting

Wealth Management Associate at Carolina Financial Services Group

Greenville, NC, US
1
- cfsgroup-nc.com

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