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Paul Owen

Principal at CAPTRUST

Paul Owen is a Principal and Financial Advisor at CAPTRUST, based in Birmingham, Alabama.1 He joined CAPTRUST in 2008 and is responsible for providing retirement plan advisory services to corporate fiduciaries and high-net-worth individuals.1 Paul has worked in the financial industry since 2000 and previously served as director of retirement plans at UVEST Financial, a division of LPL Financial, in Charlotte, North Carolina.1

Paul holds a Bachelor of Science degree in corporate finance from Auburn University and a Master of Business Administration degree from the Manderson School of Business at the University of Alabama.1 He has earned several industry designations, including Accredited Investment Fiduciary® and Accredited Pension Representative.1

Throughout his career, Paul has received numerous awards and recognitions, including:

  • CAPTRUST Advisor of the Year in 20221
  • Barron's Top 100 Institutional Consultants from 2021 to 2024 (as part of Team Birmingham)1
  • PLANADVISER Top Retirement Plan Advisers in 2022 and 20231
  • Financial Times Top 401 Retirement Advisor from 2018 to 20211

Paul was also a letterman on the Auburn football team during his college years.1

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Paul Owen
Paul Owen, photo 1
Paul Owen, photo 2
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Location

Birmingham, Alabama, United States