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 @
- 1998 -2002 Vice President of Investments @
- 1992 -1998 Financial Advisor @ Interstate Johnson Lane
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
- Mutual Funds
- Asset Allocation
- Equity Trading
- Investment Strategies
- Options
- Investment Management
- Fixed Income
- Technical Analysis
- Business
- Business Networking
- Client Services
- Wealth Preservation Planning
- IRAs
- Indexed Annuities
- Wealth Accumulation
- Wealth Management Services
- Stocks
- High Net Worth Individuals
- Series 65
- Retirement Plan Consulting
- Wealth Accumulation Strategies
- Integrity
- Financial/Retirement Planning for Small Business Owners
- Series 63
- Registered Investment Advisor
- Money
- Retirement Planning
- Market Research
- Investments
- Variable Annuities
- 401k
- Strategy
- Equities
- Savings
- Investors
- Risk Management
- Wealth
- Small Business
- Trading
- Retirement
- Services
- Analysis
- Series 7
- Securities
- Financial Markets
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.
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