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The Owens Group

PHONE: 407-644-7140

TOLL-FREE: 877-792-9085

FAX: 407-644-7765

ADDRESS:  300 Garfield Avenue, Suite 100, Winter Park,  FL  32789

 

Gordon Owens, Jr., CFP® , CIMA® , CMT®

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 AnalystSM 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 AdvisorSM 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 AnalystSM,” “Certified Private Wealth Advisors,” “Investment Management Consultants Association SM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.

Florida Insurance License #0H22204

Meade Owens, PFS® , CIMA® , CPWA®

Meade is a Vice President and Portfolio Manager with Robert W. Baird & Co. She graduated from the Fischer School of Accounting at the University of Florida with a Bachelor of Science in accounting degree.

Meade obtained her Master of Business Administration (M.B.A.) from Florida State University and earned her Certified Public Accountant (CPA) designation upon completion of her M.B.A. Meade received the designation of Personal Financial Specialist (PFS), which is offered by the American Institute of Certified Public Accountants (AICPA). Meade also has received her Certified Investment Management Analyst (CIMA®)designation through the Wharton School of Business at the University of Pennsylvania. In 2012, Meade obtained the Certified Private Wealth Advisor designation offered in conjunction with the Booth School at the University of Chicago.Meade is a member of the American and Florida Institutes of Certified Public Accountants.

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

Florida Insurance License #0H22203

Josephine Oliva

Assistant Vice President

Josephine is an Assistant Vice President with Baird. She has over 20 years of experience in the finance industry. In 1994, Josephine joined Baird in the corporate office which is located in Milwaukee, Wisconsin. Four years later, Josephine transferred to Central Florida Baird office. Josephine graduated from the University of Wisconsin – Whitewater with a degree in Finance. Josephine is licensed as a Registered Representative, holding the FINRA Series 7 and 66 licenses. At Baird, she specializes in providing superior service to our clients as well as supporting daily operations for The Owens Group. 

When Josephine is not working, she enjoys spending time with her three children and her husband, Steve. Josephine is fluent in Italian and enjoys going back to her family's hometown of Palermo, Italy.