The Owens Wealth Management Group

Merrill Lynch Wealth Management

1 Town Center Rd
Boca Raton, FL 33486
(561) 416-4612
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The Owens Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Owens Wealth Management Group
Merrill Lynch Wealth Management
Welcome

As a team with multigenerational family members, we understand what it takes to manage wealth for families and individuals across generations, and we are proud that so many of our relationships span multiple generations. We take the time to know our clients as individuals and investors, and we value the relationships we develop. 

We develop long-term relationships through a commitment to quality client service. You can rely on our personalized advice, integrated strategies, and extensive wealth management experience.

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Preserve and grow your legacy
About Us
Welcome

As a team with multigenerational family members, we understand what it takes to manage wealth for families and individuals across generations, and we are proud that so many of our relationships span multiple generations. We take the time to know our clients as individuals and investors, and we value the relationships we develop.

We develop long-term relationships through a commitment to quality client service. You can rely on our personalized advice, integrated strategies, and extensive wealth management experience.

Meet Our Team
Gary Owens,

CIMA®, CRPS™

Senior Vice President, Wealth Management Advisor
561.416.4612
Gary Owens
Senior Financial Advisor
561.416.4625
Adriana Greene
Wealth Management Client Associate
561.416.4606
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Courtney Hall
Senior Trust Officer
Bank of America, N.A.
Merrill Lynch Logo
Travis Vaden
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.