Virginia Owens

Virginia Owens
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

2305 Keith St NW

Cleveland, TN 37311-1308

About me

Background

“It’s not how much money you make that matters; it’s how well you manage, that does”, is a lesson Virginia learned very young from her great uncle. Virginia’s conviction in stewardship provides the framework of guiding her clients as a financial advisor with Truist Investment Services, Inc. Virginia offers clients more than 16 years of financial services, retirement planning, and investment management experience. It is a calling, not just a job, for Virginia to serve in this capacity. 

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

Education

B.A. - Political Science (Minor in Business and Religion)
Lee University 2001 2005

Personal Interests

Virginia grew up in Marietta, GA, moved to Cleveland, TN to attend Lee University, and upon graduating college, met her husband, a native of Cleveland. They live in the country with their recently adopted daughter and 3 spoiled cats. Virginia volunteers at a cat rescue organization on Saturdays and loves all things house related – from decorating, to painting furniture, and even to cleaning (well, at times!). 

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

  • 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

Accomplishments

BB&T President’s Cup Award
BB&T Bank Wide Top Performance Club 2017
BB&T President’s Cup Award
BB&T Bank Wide Top Performance Club 2018
BB&T President’s Cup Award
BB&T Bank Wide Top Performance Club 2019
BB&T Sterling Performance Club
BB&T Bank Wide Top Performance Club 2017
BB&T Sterling Performance Club
BB&T Bank Wide Top Performance Club 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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