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Business Experience

Owen is a financial advisor and partner in The Kellam Group of BB&T Scott & Stringfellow. Owen serves as the teams' relationship coordinator and lead advisor for many of the families we have the privilege to serve. With a strong financial planning background, Owen provides solutions in all facets of our clients wealth management needs with specialties including financial planning, alternative investment strategies, and fixed income screening and selection.

Investment Philosophy

Owen’s primary goal is to become a lifelong resource and essential partner to those who have entrusted him to help manage their financial well-being.

Education, Licensing & Personal Designations

  • Received his bachelor’s degree from the Price College of Business at the University of Oklahoma
  • Holds FINRA Series 7, 24, 63 and 66 registrations
  • Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning

Specialty/Area of Expertise

By partnering with BB&T’s other specialists, together we are able to provide a comprehensive range of services, including:

  • Investment portfolio management
  • Retirement planning
  • Asset protection strategies
  • Legacy planning
  • Banking services
  • Alternative investments
  • Private equity placements
  • Option strategies for concentrated stock position

Personal

Owen and his wife, Susan, have two young sons and live in Naples, Florida. Owen enjoys spending time with his family, is an avid tennis player and has won several titles in the Naples Clay in May annual tennis tournament.

Client Service Associates

• Erica Solas | Registered Client Service Associate II

• Irene Taliseskey | Registered Client Service Associate

• Renee Ramtahal | Registered Client Service Associate

Owen Wilson, AWMA®

Financial Advisor

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Naples, FL

5551 Ridgewood Dr., STE 101
Naples, FL 34108
P: (239) 249-5141

Publications of Interest