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Summarize Cfp® Marshall Scott Owens’s background before I meet with them

Cfp® Marshall Scott Owens

Vice President – Financial Consultant at Charles Schwab
Austin, Texas, United States
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Marshall Scott Owens is a Certified Financial Planner (CFP®) with a degree in Personal Financial Planning from Texas Tech University. With his impressive academic background, he currently holds the position of Vice President - Financial Consultant at Charles Schwab. Marshall has extensive experience in the financial planning industry having held a range of previous positions at Charles Schwab including Associate Financial Consultant and High Net Worth Trading Specialist. He has also worked as a Research Assistant at Texas Tech University and as a Financial Planning/Building Wealth Intern at USAA. In addition to his professional work, Marshall has demonstrated his leadership skills as Vice President of the Financial Planning Association - Dallas/Fort Worth Chapter. Marshall's experience and expertise make him a valuable asset to Charles Schwab.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.