Geoffrey Owen, Financial Advisor

Geoffrey Owen, Financial Advisor I help investors accumulate, preserve, and distribute wealth tax efficiently during their life and after. We begin by creating a financial plan.

We then execute an agreed upon strategy through the selection of investments and financial products. In addition, we utilize the client's other professional advisors in concert to help ensure that our plan is sound. My practice is broad-based, but I also hold the Certified Divorce Financial Analyst (TM) designation that provides me knowledge of the complexities in planning for a person experiencin

g that life event. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

See how the power of visualization can help you solve some tough financial problems.
06/16/2016

See how the power of visualization can help you solve some tough financial problems.

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Getting married? Gain helpful financial insights before, and after, you say “I do.”
06/02/2016

Getting married? Gain helpful financial insights before, and after, you say “I do.”

Getting married is one of the most important decisions of your life. Your engagement
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and heartfelt wishes for a wonderful future. While it can be one of the most exciting
periods of your life, it can also be...

Understand what not having a will means to Prince's estate and the importance of not letting it happen to you.
04/29/2016

Understand what not having a will means to Prince's estate and the importance of not letting it happen to you.

Prince Rogers Nelson, better known to the world as Prince, died on April 21, 2016, at his home at Paisley Park. According to probate documents filed by his...

It's never too early to start saving for your child's or grandchild's education with a 529 plan.
03/30/2016

It's never too early to start saving for your child's or grandchild's education with a 529 plan.

It’s never too early to start saving for your child’s or grandchild’s education with a 529 plan.

The best-performing asset class often changes from year to year. Find out why you should diversify:
03/25/2016

The best-performing asset class often changes from year to year. Find out why you should diversify:

The best-performing asset class often changes from year to year. And the difference between the best- and worst-performing investments in any year can be quite substantial.

Social Security Unlocked - important info for those collecting or considering filing.
03/23/2016

Social Security Unlocked - important info for those collecting or considering filing.

It was a busy autumn in Social Security. Lots of changes. What did you miss? Download the latest newsletter and share.

Market fluctuations happen, but here are six things to know when the markets are volatile.
01/19/2016

Market fluctuations happen, but here are six things to know when the markets are volatile.

It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.

Read this week’s Investment Strategy commentary from Jeff Saut.
01/04/2016

Read this week’s Investment Strategy commentary from Jeff Saut.

Weekly investment strategy by Jeffrey Saut.

Are you making use of 529 gifting that may maximize the market’s compounding potential?
12/27/2015

Are you making use of 529 gifting that may maximize the market’s compounding potential?

Many families are taking advantage of a gifting feature unique to 529 college savings plans that helps account owners maximize the market’s compounding potential. Parents and grandparents can make five years’ worth of contributions in a single year without triggering gift taxes.

Learn four ways that interest rate hikes affect your finances.
12/20/2015

Learn four ways that interest rate hikes affect your finances.

The interest rates that shape the economy and your portfolio could rise as soon as this week.

Hear Chief Economist Scott Brown discuss the FOMC's decision to raise rates for the first time since 2006.
12/17/2015

Hear Chief Economist Scott Brown discuss the FOMC's decision to raise rates for the first time since 2006.

Chief Economist Scott Brown discusses the FOMC's decision to raise rates for the first time since 2006.

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 7am - 10pm

Telephone

+17044424776

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