Owen Montgomery Wilson

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2018
  Ubs Financial Services Inc.
  Naples, FL
• 08/2018 → Present
  Bb&T Securities
  Naples, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Naples, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-08-07 → 2021-02-17
  Bb&T Securities, Llc
  Naples, FL
  Richmond, VA
• 2016-06-15 → 2018-08-16
  Ubs Financial Services Inc.
  Naples, FL
  Naples, FL
• 2013-09-24 → 2014-11-17
  Usaa Financial Planning Services
  Addison, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-09-21
• S63 Uniform Securities Agent State Law Examination
  2011-10-31

Other Names

• Owen M Wilson
• Owen Montgomery Wilson
• Owen Wilson