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 17 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. 

Virginia grew up in Marietta, GA, moved to Cleveland, TN to attend Lee University, and upon graduating college,  met her husband Heath, a native of Cleveland. They live in the country with their daughter Eliana and 3 spoiled cats. Adoption and aviation are very dear to them. 

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 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

President’s Cup Award
Truist 2019
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