Michael C. Owens

Michael is an Accredited Investment Fiduciary and a Chartered Retirement Plan Specialist. Michael has over 17 years of experience providing investment advice and service.

Michael is licensed as a General Securities Representative and an Investment Advisor Representative. He also holds North Carolina Insurance licenses in Long Term Care and in Life, Accident and Health.

Professional/Community Organizations
American Funds All American Team
The Captain’s Club
Live Oak Achiever’s Club
MFS Circle of Distinction
St. James Methodist Church

Education
University of North Carolina at Chapel Hill, 1987
Attended East Carolina University School of Medicine, 1987 - 1989

Personal
Michael is a native of Pitt County. He and his wife, Denise, have three children, Blake, Kelly and
Morgan. His interests include family, fitness, sports and going to the beach.

Philosophy
Michael strives to provide clients with a logical and organized plan for reaching their financial goals while
managing risk. He develops long-term client relationships based on trust and confidence.

Goal
Michael’s objective is simple…Better investment and risk management. His focus is on portfolio
management for IRA, 401k, Trust, Business and Individual Accounts.

What distinguishes Michael from most other advisors is his investment methodology. The methodology
is based on the law of supply and demand. This disciplined approach provides Michael with the tools to
guide a client’s investment plan on where to invest and when to invest.