Geoff Owen, Senior Wealth Manager
After fifteen years at Raymond James and Morgan Stanley Smith Barney, Geoff joined GreerWalker Wealth Management in 2016. He 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.
As a result of his relationships with local business owners, Geoff 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. Until he sold it in 2011, Geoff also owned Owen’s Bagel & Deli, the popular SouthEnd eatery.
Bachelor of Arts in Public Administration, Miami University (OH)
Master of Business Administration, University of Pittsburgh’s Katz Graduate School of Business
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst™
Kinder Institute of Life Planning (Basic certification)
Charlotte Collaborative Divorce Professionals
Charlotte Estate Planning Council
Financial Planning Association of Charlotte
Charlotte Collaborative Divorce Professionals – Board of Directors
St. Peter’s Catholic Church – Finance Council and Liturgical Council
St. Patrick’s Elementary School – Volunteer
Geoff's email address is