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Paul OwenSenior Vice President, Financial Advisor

  • 2000 Southbridge Parkway
    Suite 630
    Birmingham, AL 35209
  • 205.917.5399
  • LinkedIn

Paul joined CAPTRUST in 2008 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Paul served as director of retirement plans at LPL Financial Institutional (UVEST Financial), a division of LPL Financial, in Charlotte, NC and has worked in the industry since 2000. Paul was a letterman on the Auburn football team.

EDUCATION

  • Bachelor of Science degree in corporate finance from Auburn University
  • Master of Business Administration degree from Manderson School of Business, University of Alabama

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • Accredited Pension Representative (APR)

AWARDS AND RECOGNITION

  • 2018 Financial Times Top 401 Retirement Advisor
  • 2017 NAPA Top Retirement Plan Advisory Team 
  • 2017 Business Alabama Top Investment Advisory Firm in the State

Personal Profile

Hometown:
Birmingham, AL
Favorite Book or Movie:
Unbroken by Laura Hillenbrand
Ideal Dinner Guest:
Good friends
Words to Live By:
Whether you think you can or you can’t, you’re probably right.
Qualities I Admire in People:
Honesty, integrity, and humor