Owen Wilson

Owen M. Wilson, AWMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Kellam Group of Truist Investment Services, Inc.

801 Laurel Oak Dr

Naples, FL 34108-2180

About me

Background

I’m a Financial Advisor and partner in The Kellam Group, serving as the team’s relationship coordinator and lead advisor for many of the families we have the privilege to serve. With a strong financial planning background, I provide solutions to help address all facets of our clients’ wealth management needs, with specialties including financial planning, alternative investment strategies, and fixed income screening and selection. I hold the Accredited Wealth Management AdvisorSM (AWMA®) designation.

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

Education

Bachelor’s Degree from the Price College of Business
University of Oklahoma 2006 2010

Personal Interests

My wife, Susan, and I have two young sons and live in Naples, FL. I enjoy spending time with my family and am an avid tennis player, having won several titles in the Naples Clay in May annual tennis tournament.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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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