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Gordon Owens, Jr., CFP®, CIMA®, CMT

Gordon Owens, Jr., CFP®, CIMA®, CMT

Director

Gordon Owens began his career at the investment firm of A.G. Edwards & Sons. In 1998, he joined the firm, Robert W. Baird & Co. Inc., where he was responsible for assembling a team of senior advisors to work with some of Baird’s top Research and Investment Banking clientele. He is currently a Director with Robert W. Baird & Co.

Gordon was honored in 2009 by Barron’s as one of the Top Advisors in the country. In addition, Gordon and his team have been recognized as one of the “Top-Ranked Advisor Teams in America” by Research Magazine.

Gordon is a CERTIFIED FINANCIAL PLANNER practitioner. He earned the Certified Investment Management Analyst®SM Certification with a certificate in Alternative Investments through the Wharton School of Business at the University of Pennsylvania. He also obtained the Certified Private Wealth Advisor®SM designation offered in conjunction with the Booth School at the University of Chicago. In 2013, Gordon earned the designation of Chartered Market Technician (CMT) through the Market Technicians Association, Inc. (MTA).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP® (with flame design)in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.

Investment Management Consultants Association is the owner of the certification marks “CIMA®,” and “CPWA®,” the service marks “Certified Investment Management Analyst®SM,” “Certified Private Wealth Advisors®,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.

Florida Insurance License #0H22204