Jason Gowen

Jason Gowen
Officer Financial Advisor Investment Services Group Truist Investment Services, Inc.

1920 N Center St

Hickory, NC 28601-1855

About me

Background

Jason Gowen is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 20 years of financial services, retirement planning, and investment management experience. During his career he has been a corporate trainer and instructional designer with Vanguard Investments, worked on the Discount Brokerage Desk at Merrill Edge, served clients at Merrill Lynch, and worked with clients at BB&T, now Truist, since 2013.  

Since coming to Truist, Jason's primary focus has been on families and blue collar businesses; providing advice, guidance, and planning to help individuals and companies address their financial goals. Services span the spectrum of offerings from cash alternatives to complex trust administration, with a primary focus on retirement planning.  

Jason puts a high priority on service and availability and tries to always be available for his clients in an attempt to deliver the highest level of service and timely response.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BSBA, Business Administration and Management
UNC Charlotte 1998 2002

Personal Interests

Outside of office hours Jason has always valued serving his community. He is a firefighter and volunteers with multiple charitable, economic, and transportation organizations in Gaston and Catawba Counties.

Since purchasing a farm and moving to Catawba County in 2018, Jason and his wife, Shannon, added a daughter, Scarlett Grace, to the family in 2019. The family decided to pursue having a working farm so Jason and Shannon also started raising Nigerian Dwarf dairy goats and taking in neglected donkeys in 2020. Jason also serves as a Lieutenant with the Propst Crossroads Volunteer Fire Department, where he is a certified Firefighter/EMT.  Whenever there is spare time on the weekend he enjoys hunting in the fall and fishing in Georgetown, SC with longtime friends. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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