Samantha Owens

About Samantha Owens

Series 7, 63, 66, Life, LTCOver the past 19+ years, I have developed a signature style of advising focused on meaningful client relationships with an emphasis on purpose. I utilize a unique visual and educational approach with the financial planning process. My process helps clients see, and thereby better understand - how their portfolios can help them achieve their financial goals through various and inevitable market conditions. I possess a strong moral compass and am passionate about leading my clients to success. When was the last time you had a conversation with your advisor about what really matters to you, your family, and your legacy - with an emphasis on purpose? Let\'s instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2019 — Present

   Creating meaningful relationships with clients / Helping individuals work towards their serious, long-term financial goals by understanding their needs and implementing tailored solutions.

Education

• Plainfield High School

  H.S. Diploma

  1993 — 1997

• Illinois State University

  Bachelor of Science, Economics / Minor in Music; Jazz Performance - Bass

  1997 — 2003

Skills

• Event Management
• Investment Strategies
• Event Planning
• Financial Advisory
• Investments
• Long-Term Care
• Negotiation
• Newsletters
• Financial Planning
• Strategic Financial Planning
• Mentoring
• Vendor Management
• Fundraising
• Insurance
• Budgets
• Managing Relationships
• Finance
• Public Relations
• Business Strategy
• Management
• Team Building
• Social Networking
• Team Leadership
• Problem Solving
• Securities
• Financial Analysis
• Budgeting
• Organizing