Richard Owen
Vice President @Morgan Stanley
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WORK HISTORY
Vice President @Morgan Stanley
Chicago, IL, US
I provide client focused Wealth Management solutions and I\'m committed to being my clients\' personal cfo. For individuals; I help clients plan, implement and monitor their Financial Roadmap. I also assist small to medium sized businesses in the area of Fiduciary Benchmarking for their 401(k) plans.© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/richard.p.owen. The information or content is for US residents only and subject to the following disclosures: Investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages invests to seek advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.
EDUCATION
Graduate Diploma in Applied Finance
Grad Dip, FINSIA
Deakin University Australia
BComm, Banking, Corporate, Finance, and Securities Law
Diploma in Technical Analysis
ATAA
ABOUT RICHARD OWEN
Results-driven and hard-working Financial Services Professional motivated by new challenges. Proven leader with extensive global Financial Sales experience. Licenses: Series 7 Series 66 Series 3 NMLS # 12•••03 Areas of Focus: Financial Sales, Business Development, B2C Negotiations, Staff Recruitment & Training, Sales Management, Strategic Thinking, FOREX and Options Markets
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