Michael Owens, Crps

Michael Owens, Crps Email and Phone Number

Putting Client’s Interests 1st / Certified Financial Fiduciary / Retirement Income Specialist / Financial Advisor @ Carolina Financial Services Group
905 B Conference Drive, Greenville,North Carolina 27858,United States
Michael Owens, Crps's Location
Greenville, North Carolina, United States, United States
About Michael Owens, Crps

I believe my clients’ retirement income should last as long as they do. I teach clients how to design their own retirement plan in such a way to provide income for life, to lock in gains and preserve their money.My job is to help clients build a bridge between their current reality and their future retirement. I am a knowledgeable, hardworking and trustworthy investment advisor. I believe preserving money is just as important as making it. Client’s interests are my top priority. I provide retirement income planning, wealth preservation and portfolio management. I actively manage and monitor my clients’ assets. Clients work with me for:- A stress-free retirement income strategy- Expert guidance on where to invest and when to invest- Active money management for financial peace of mind- Wealth accumulation and preservation.My company, Carolina Financial Services Group, is a Registered Investment Advisor in North Carolina. I am a Chartered Retirement Plans Specialist.I live in eastern North Carolina and I am a member of the St. James Methodist Church. I am a member of the ECU Alumni and the UNC Alumni Associations. My wife, Denise, and I have 3 children.

Michael Owens, Crps's Current Company Details
Carolina Financial Services Group

Carolina Financial Services Group

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Putting Client’s Interests 1st / Certified Financial Fiduciary / Retirement Income Specialist / Financial Advisor
905 B Conference Drive, Greenville,North Carolina 27858,United States
Website:
cfsgroup-nc.com
Employees:
8
Michael Owens, Crps Work Experience Details
  • Carolina Financial Services Group
    Chartered Retirement Plans Specialist
    Carolina Financial Services Group Aug 2007 - Present
    I provide retirement solutions for clients who want income for life, safety and preservation of their money.
  • Carolina Financial Services Group
    Owner
    Carolina Financial Services Group Jan 2007 - Present
    My company, Carolina Financial Services Group, is a Registered Investment Advisor in North Carolina. I am a Chartered Retirement Plans Specialist. I have over 25 years of experience providing investment advice and service.
  • Carolina Financial Services Group
    President And Owner
    Carolina Financial Services Group Jan 2007 - Present
  • Ubs
    Vice President Of Investments
    Ubs Apr 2002 - Jan 2007
    Zurich, Ch
  • Scott & Stringfellow
    Vice President Of Investments
    Scott & Stringfellow Jun 1998 - Apr 2002
    Richmond, Va, Us
  • Interstate Johnson Lane
    Financial Advisor
    Interstate Johnson Lane Jan 1992 - Jun 1998

Michael Owens, Crps 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 Retirement Planning Retirement 401k Risk Management Analysis Variable Annuities Strategy Market Research Small Business Trading Series 7 Securities Equities Series 63 Financial Markets Wealth Investors Savings Money Investments

Michael Owens, Crps Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Biology

Frequently Asked Questions about Michael Owens, Crps

What company does Michael Owens, Crps work for?

Michael Owens, Crps works for Carolina Financial Services Group

What is Michael Owens, Crps's role at the current company?

Michael Owens, Crps's current role is Putting Client’s Interests 1st / Certified Financial Fiduciary / Retirement Income Specialist / Financial Advisor.

What is Michael Owens, Crps's email address?

Michael Owens, Crps's email address is cf****@****ail.com

What is Michael Owens, Crps's direct phone number?

Michael Owens, Crps's direct phone number is +125221*****

What schools did Michael Owens, Crps attend?

Michael Owens, Crps attended University Of North Carolina At Chapel Hill.

What are some of Michael Owens, Crps's interests?

Michael Owens, Crps has interest in Fitness, My Interests Include Family, Sports And Going To The Beach, His Interests Include Family.

What skills is Michael Owens, Crps known for?

Michael Owens, Crps has skills like 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.

Who are Michael Owens, Crps's colleagues?

Michael Owens, Crps's colleagues are Natalie Zednik, Krystal Shepherd, Reagan Bunting, Riley Blackburn.

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