Marcus J. Owens
Financial Advisor
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Marcus J. Owens
Marcus provides financial security for his clients by thoroughly assessing their personal, professional, financial and retirement goals. After learning and understanding what his client desires, he prepares a personalized plan recommending and providing financial tools and strategies to help meet their specific goals of financial security. For additional information, call Marcus at 97••••••42.Marcus operates a national practice with advising partners and clients in various states.
Experience
Financial Advisor
Jul 2014 — Present · Dallas, TX, US
Marcus assists and guides his clients on their journey of financial security by thoroughly assessing their personal, professional, financial and social or charitable impact goals. After learning and understanding what his client desires, he prepares a personalized plan recommending and providing financial tools and strategies to help meet their specific goals of financial security.
Education
Stephen F. Austin State University
Bachelor of Science (B.S.), Kinesiology and Secondary Education
2010 — 2014
The American College of Financial Services
Retirement Income Certified Professional®, Financial Planning
2022
Skills
- Finance
- Teaching
- Leadership
- Networking
- Financial Services
- Communication
- Relationship Building
- Customer Service
- Financial Planning
- Investments
- Retirement Planning
- Coaching
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