William Owens

William Owens Email and Phone Number

Financial Consultant at Equitable Advisors @ Equitable Advisors
William Owens's Location
Greater Philadelphia, United States
William Owens's Contact Details

William Owens personal email

n/a

William Owens phone numbers

About William Owens

As a financial consultant with Equitable Advisors I coordinate the financial affairs for a select group of families and businesses in the Philadelphia area. My team and I oversee all aspects of our client's financial lives; integrating personal and financial goals with investments and strategic planning to help maximize returns and minimize risk and tax consequences.

William Owens's Current Company Details
Equitable Advisors

Equitable Advisors

View
Financial Consultant at Equitable Advisors
Website:
equitable.com
Employees:
3118
William Owens Work Experience Details
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jan 2020 - Present
    Philadelphia, Pennsylvania, United States
    View
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Aug 2009 - Jan 2020
    I coordinate the financial affairs for a select group of families and businesses in the Philadelphia area. My team and I oversee many aspects of our client's financial lives; integrating personal and financial goals with investments and strategic planning to help maximize returns and minimize risk.AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
    View
  • The Oechsli Institute
    Director Of Sales/Training
    The Oechsli Institute Aug 2006 - Apr 2009
    Worked with financial and other sales professionals to improve all aspects of the practice. Researched the buying and decision-making habits of the affluent to determine their wants and needs. Utilized this research to identify ways to better attract, service and develop loyal affluent clients. Focused on helping financial professionals by focusing their energy on doing the right things, the right way, to the right target market.
  • Bressler, Amery & Ross, P.C.
    Associate
    Bressler, Amery & Ross, P.C. Sep 2001 - Jun 2004
    Worked closely with Financial Advisors in developing strategies to defense customer-initiated complaints. Worked actively on cases that included actions such as churning, unsuitability, fruad on the market and many others.
    View

William Owens Skills

Wealth Management Financial Planning High Level Personal Service Relationship Management Investment Strategies Insurance Strategies

William Owens Education Details

Frequently Asked Questions about William Owens

What company does William Owens work for?

William Owens works for Equitable Advisors

What is William Owens's role at the current company?

William Owens's current role is Financial Consultant at Equitable Advisors.

What is William Owens's email address?

William Owens's email address is wi****@****axa.com

What is William Owens's direct phone number?

William Owens's direct phone number is +161066*****

What schools did William Owens attend?

William Owens attended Brooklyn Law School, Penn State University, St. Mark's School Of Texas, Episcopal Academy.

What skills is William Owens known for?

William Owens has skills like Wealth Management, Financial Planning, High Level Personal Service, Relationship Management, Investment Strategies, Insurance Strategies.

Who are William Owens's colleagues?

William Owens's colleagues are Margaret Chido, Justin Schaefer, Mcrae Grace, David Borer, Alexis Resnick, Joseph Gambino, Terra Smith.

Not the William Owens you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.