Carson Owen

About Carson

Financial Planning Assistant

Carson Owen joined our team in late 2023 to fill the role of Financial Planning Assistant, Morale Booster, and Office Scapegoat.

Carson received his Bachelor of Science in Business Administration on a full ride to UNCG’s Bryan School of Business. With previous experience in Management, Mathematics, Service, and Finance, he strives to use his unique perspective to serve the team and the clients as best he can, every time. He has recently passed his Securities Industry Essentials exam and is currently studying for his Series 6 and 63 Securities registrations.

When not at work, he can usually be found at the piano, playing tennis, or hanging out with family and friends.

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