Chad Owen

Chad Owen Email and Phone Number

Senior Financial Advisor, Managing Partner at Summitt Wealth Group @ Summit Wealth Group, LLC
Chad Owen's Location
Roanoke, Virginia, United States, United States
Chad Owen's Contact Details

Chad Owen personal email

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Chad Owen phone numbers

About Chad Owen

As an entrepreneur, Chad understands what it is like to build a business. It can be difficult managing everything that needs your attention. That’s where Chad can help. He specializes in working with busy professionals. Utilizing a goals-based approach, Chad provides sound investment advice, allowing you to focus on running the business, or meeting objectives, confident that your financial affairs are being managed and are in proper order. He began his career as a financial advisor more than 20 years ago with a predecessor firm of Wells Fargo Advisors. Chad was named to the 2020 Wells Fargo Advisors Financial Network Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.A graduate of James Madison University, he earned Bachelor of Science in 1994. Chad and his wife Lesley reside in Salem with Floyd, their German Short-Haired Pointer, and Saint, their Plott Hound. Together they have three children, Cam, Luke and Nick. One of their favorite pastimes is spending time as a family at Smith Mountain Lake. An avid sports fan, he enjoys golf and mountain biking. He particularly enjoys biking in the natural beauty of Carvins Cove. Chad volunteers in the community with youth and AUU sports leagues and proudly supports the Virginia Tech football program by working the chains during games, a position he has held for over 20 years. This information is intended for use only by residents of: AL, AR, AZ, CA, DC, FL, GA, ID, IN, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, and WV./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Chad Owen's Current Company Details
Summit Wealth Group, LLC

Summit Wealth Group, Llc

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Senior Financial Advisor, Managing Partner at Summitt Wealth Group
Chad Owen Work Experience Details
  • Summit Wealth Group, Llc
    Senior Financial Advisor, Managing Partner
    Summit Wealth Group, Llc Sep 2023 - Present
    Roanoke, Virginia, United States
  • Wells Fargo Advisors
    Senior Financial Advisor
    Wells Fargo Advisors Apr 1997 - Sep 2023
    10 South Jefferson Street, Suite 910, Roanoke Va 24011
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Chad Owen Skills

Retirement Planning Insurance Investment Strategies Investments Mutual Funds Financial Services Wealth Preservation Planning Portfolio Review

Chad Owen Education Details

Frequently Asked Questions about Chad Owen

What company does Chad Owen work for?

Chad Owen works for Summit Wealth Group, Llc

What is Chad Owen's role at the current company?

Chad Owen's current role is Senior Financial Advisor, Managing Partner at Summitt Wealth Group.

What is Chad Owen's email address?

Chad Owen's email address is ch****@****ors.com

What is Chad Owen's direct phone number?

Chad Owen's direct phone number is +131487*****

What schools did Chad Owen attend?

Chad Owen attended James Madison University.

What skills is Chad Owen known for?

Chad Owen has skills like Retirement Planning, Insurance, Investment Strategies, Investments, Mutual Funds, Financial Services, Wealth Preservation Planning, Portfolio Review.

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