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Marshall Scott Owens, CFP®
Vice President – Financial Consultant at Charles Schwab
Marshall Scott Owens, CFP® is a Vice President and Financial Consultant at Charles Schwab, based in Austin, Texas.12 He has 12 years of professional experience in the financial industry, all of which have been with Charles Schwab.1
Professional Background
Owens holds several financial credentials, including:
- Certified Financial Planner (CFP®) certification
- Series 7, 63, and 66 Securities Licenses
- Life & Variable Annuity Insurance License1
His career at Charles Schwab has progressed through various roles:
- Vice President - Financial Consultant (2018-present)
- Associate Financial Consultant (2017-2018)
- eServices Specialist (2015-2017)
- High-Net-Worth Trading Specialist (2014-2016)
- Brokerage Service Representative (2012-2014)1
Education and Affiliations
Owens received his Bachelor of Science degree in Personal Financial Planning from Texas Tech University.1 He maintains connections with his alma mater through the Texas Tech Alumni Association - Orange County chapter.1
Personal Interests
Outside of his professional life, Owens is affiliated with the South Bay Surf Club, indicating an interest in surfing or beach-related activities.1
Marshall Scott Owens' LinkedIn profile, under the username marshallscottowens, reflects his current position and professional background, with over 500 connections in his network.2
