News

GreerWalker Wealth Management Adds Geoffrey Owen as Senior Wealth Manager

Sep 16, 2016

(Charlotte, N.C.) — GreerWalker Wealth Management, an affiliate of regional CPA and advisory firm GreerWalker LLP, has announced the addition of Geoffrey Owen to its wealth management team. A CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, Owen has over fifteen years of financial services experience.

Owen brings a broad scope of financial advisory experience, ranging from traditional CFP® ingrained financial planning to full-scale implementation of wealth strategies. His Certified Divorce Financial Analyst™ designation also indicates his knowledge of the complexities in planning for a person experiencing divorce.

In addition, as a result of his relationships with local business owners, Owen has built a niche as the financial advisor to employer-sponsored retirement plans. In this capacity, he supports plan sponsors with their myriad of needs and the participants with their questions about investment options.

“We’re very pleased Geoff has joined our firm. As a seasoned professional, Geoff’s values align with our philosophy of providing clients with strategic wealth management plans and independent advice,” says James Reichard, CPA, PFS and partner-in-charge of GreerWalker Wealth Management.

Owen’s experience includes financial advisor positions with Raymond James and Morgan Stanley Smith Barney as well as ownership of Owen’s Bagel & Deli, the popular SouthEnd eatery, which he sold in 2011. A native of Chagrin Falls, Ohio, he graduated from Miami University (OH) with a Public Administration degree and earned his M.B.A. from University of Pittsburgh’s Katz Graduate School of Business.

Owen and his wife Missy live in Charlotte and have two children. In addition to holding various civic leadership roles, he volunteers with his children’s school, serves on the liturgical council of his church and is a member of the board of the Charlotte Collaborative Divorce Professionals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

GreerWalker Wealth Management

Founded in 1997, GreerWalker Wealth Management provides a comprehensive range of financial services to help high net worth clients attain their financial success and delivers a high level of personalized service. GreerWalker Wealth Management is a fee-only independent Registered Investment Advisor. For more information about the firm, call 704-353-8271 or visit greerwalker.com.