Kurt Owen Email & Phone Number

My passion as a financial advisor and founding partner with the Owen Covey Wealth Management team at UBS stems from a lifelong interest in capital markets and my desire to help educate clients in reaching their investment goals and objectives. This process can be simple yet very complex. Utilizing resources effectively to positively impact clients’ lives for the better by helping reduce the stress of financial management. This allows clients to have comfort, clarity and focus on their families and their legacies. We will prioritize communication, trust, loyalty, integrity, and service. These are the key driving principles clients enjoy as we deliver personalized financial solutions for every situation. We approach every interaction and decision with our client’s best interest in mind, listening to what they have to say, and educating them on their options. Along the way, we will leverage our (X) years of experience to continually adjust the planning process to an ever-evolving market dynamic and life’s circumstances. What sets our practice apart is the ability to provide unique perspective, unparalleled capabilities and a deep level of personal relationships. This and delivering a higher level of service and support is what our clients appreciate. The goal is to provide peace of mind and confidence in client’s financial future by reaching their desired outcomes. This lets clients pass on a legacy to their heirs and beyond. I welcome the opportunity to speak further and see if working together makes sense. For more information, visit his team’s website at http://www.ubs.com/team/owenmeucci.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**AK,AR,AZ,CA,CO,MA,MN,MT,NC,NY,OR,TX,VA,WA,WY/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Wealth Management.