About Bill Owen

Investment Advisor Representative, Financial Planner

Mass Mutual Life Insurance Company (MassMutual)

Summary

Professional experienced Financial Advisor focusing on assisting families, business owners and individuals.  Services include Wealth & Investment management, pension distributions, social security analysis, tax planning, retirement accumulation and distribution issues by thru providing relevant and objective advice. My passion is your success.

Experience

Financial Advisor, Investment Advisor Representative at Mass Mutual

July 2016-Date

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My goal is to become a lifetime resource for each and every client.  My practice includes providing investment & risk management advice for individuals and families. I also provide comprehensive retirement income planning for pre & post retirees.

Financial Advisor at MassMutual

June 2015 - July 2016

Financial Advisor at JHS Capital Advisors, LLC

November 2011 -June 2015 (3 years 8 months)

Financial Advisor at Smith Barney

June 2004 -November 2011 (7 years 6 months)

Investment services, 401k advisory services, wealth management and retirement planning.

VP Marketing at Sun Capital Healthcare

March 2000 -September 2003 (3 years 7 months)

Marketed healthcare funding services to providers and institutions nationwide.  Also provided support for independent brokerage operations including administration, sales support and multilevel presentations.

Volunteer Experience

Volunteer Pilot at Angel Flight SouthEast

February 2000 -October 2007 (7 years 9 months)

Planned Giving Council at NOVA Southeastern University

January 2010 -Present (5 years 7 months)

The PGC consists of financial, legal, accounting and administrative professionals involved in assisting their clients in charitable giving planning and including NOVA as a part of that planning.

Board Member at YMCA

March 1993 -October 1999 (6 years 8 months)

Board of Directors - NW Community YMCA Glen Ellyn, Illinois. Finance committee & Property and facilities committee

Organizational representative at Boy Scouts of America

January 1988 -December 1993 (6 years)

Outdoor planning chairman and organizational representative for the Troop sponsor. Glen Ellyn, IL

 

Skills & Expertise

Retirement income planning, Risk Management, Municipal Bonds, Asset Management, Investment Advisory

Equities,, Mutual Funds, Fixed & Variable Annuities, Alternative Investments, Securities Series 7, Series 63, Series 65, State insurance license

Long Term Care Insurance, Wealth Management, 401k Pensions, Asset Allocation Portfolio Management, Bonds Management, Financial Analysis, Investment Strategies, Fixed Annuities

Education

DeVry University's Keller Graduate School of Management-Illinois

Master of Business Administration (M.B.A.), Finance & Accounting, 1990 - 1992

University of Wisconsin-Milwaukee

BBA, Accounting and Finance, 1972 - 1976

Activities and Societies: UWM Flying Club Panther Pride Charities

Certifications

Master of Business Administration

Keller Graduate School of Management

FAA Licensed Pilot – Instrument Rating

Publications

Same Sex Couples Tax & Estate Planning Complications

Orlando Business Journal March 6, 2015

Authors: William Owen

Short discussion on potential complications for same sex couples during estate and tax planning activities.

Languages English

William Owen

Financial Advisor, Investment Advisor Representative at MassMutual

Contact William on LinkedIn

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck