PROFESS PROFESSIONALLY SSIONALLY S SPEAKING PEAKING
STRATEGIC ANDSAVVY The Owens Group At Morgan Stanley Helps You Make The Most Of Your Money IN PLANNING FOR RETIREMENT,
the education of children, a second home, or a legacy that makes the most of your family wealth for future generations, The Owens Group at Morgan Stanley has a long history of providing high-quality financial counsel.
“
Adriana P. Gomez, Gary W. Owens Sr. and Gary P. Owens Jr.
earned through the College of Financial Planning. In addition, he continues to be educated in the latest approaches to Portfolio Management and Asset Allocation through his
Rather than creating a stagnant asset allocation model, we take a tactical approach to investing, as we constantly watch markets and worldwide economies.
”
Under the guidance of Gary W. Owens Sr., a Financial Advisor for more than 30 years and a Certified Investment Management Analyst (CIMA®), the group offers significant expertise in creating unique investment strategies to accommodate changing market conditions—and in identifying risks and opportunities to meet each client’s needs. Owens Sr., who received his CIMA® designation through coursework at The Wharton School of Business, also holds the title of Chartered Retirement Plan Specialist— 104
membership with the Investment Management Consulting Association. “Rather than creating a stagnant asset allocation model, we take a tactical approach to investing, as we constantly watch markets and worldwide economies,” says Owens Sr., whose son, Gary P. Owens Jr., has joined him as a Financial Advisor at the firm. Owens Jr. specializes in extensive market research that plays an essential role in The Owens Group’s in-depth portfolio reviews, which are designed to maximize return
T H E B O C A R AT O N O B S E R V E R
and minimize risk for each client. “We recognize that everyone has different goals,” says Owens Jr. “This is why all of our planning for clients revolves around their specific and individual life plans.” Also a key part of The Owens Group is Adriana P. Gomez, the firm’s Senior Client Service Associate and a 14-year vet-
eran of the financial services industry. With a broad range of experience at Morgan Stanley, Gomez has held a variety of important positions within the company, including that of Regional Sales Analyst for the company’s southern region. Through Morgan Stanley’s volunteer program, she is active in many local and charity organizations and programs.
Gary W. Owens and Gary P. Owens, Financial Advisors of The Owens Group are with the Wealth Management division of Morgan Stanley in Boca Raton. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, or its affiliates. Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.
THE OWENS GROUP AT MORGAN STANLEY is at 490 East Palmetto Park Road, Boca Raton. For more information, call 800-326-5331 or visit MORGANSTANLEYFA.COM/THEOWENSGROUP.
SPECIAL ADVERTISING SECTION