Owen Therrell

Financial Consultant

Role
Financial Advisor Managing Director at Talis Fin
Location
Utica, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Owen Therrell

Hello! I am currently a Managing Director with Talis, supported by The Broker Group…

Experience

  1. Financial Advisor Managing Director

    Talis Fin

    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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Owen Therrell — Financial Advisor Managing Director at Talis Fin in Utica, NY, US | Unifers