Owen Therrell
Financial Consultant
- Role
- Financial Advisor Managing Director at Talis Fin
- Location
- Utica, NY, US
- LinkedIn followers
- 500 followers
About Owen Therrell
Hello! I am currently a Managing Director with Talis, supported by The Broker Group…
Experience
Financial Advisor Managing Director
May 2025 — Present
Powered by The Broker Group, Talis Financial ability to bring the most up to date Fintech, training, and product line to a growing clientele separates us from the everyday financial firm. Partnering with top-tier providers like Fidelity, Athene, Corebridge, and Mutual of Omaha, our team delivers robust offerings from A+ Rated institutions. Specialties:401k & IRA RolloversIndexed AnnuitiesIndexed Life InsuranceLong-Term Care SolutionsFinancial Planning for Children
Education
Connersville Sr High School
Associate's degree
2012 — 2016
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