Michael Owens
Chapter President
Michael began his career in 1992. He provides advice and expertise in the areas of retirement and income planning, risk reduction, wealth enhancement and portfolio management.
He is a Chartered Retirement Plan Specialist,
a Certified Financial Fiduciary,
a Series 63 & 65 Licensed Advisor and a
North Carolina Life, Accident & Health Agent
He graduated from the
University of North Carolina at Chapel Hill in 1987 and
attended East Carolina University School of Medicine, in 1987 - 1989.
Michael is a native of Pitt County. He and his wife, Denise, have three children, Blake, Kelly and Morgan.
His interests include church, family, sports and going to the beach.
Michael and his team strive to provide clients with a logical and organized plan for reaching their financial goals. Develop client relationships based on trust and confidence.
What distinguishes Michael from other advisors is his disciplined approach to investing. This approach provides him with the tools to guide a client's retirement and investment plan on where to invest and when to invest.
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