Owen Elliott
I am a Financial Advisor with Merrill, where I work with individuals, families, and business owners to develop personalized financial strategies designed to help them pursue their long-term goals. My approach is centered on understanding each client's unique circumstances and building lasting relationships through thoughtful planning, clear communication, and ongoing guidance.
Before entering the financial services industry, I owned and operated a construction company. That experience gave me firsthand insight into the challenges of running a business, managing cash flow, and making important financial decisions. Today, I bring that practical perspective to helping clients navigate wealth accumulation, retirement planning, investment management, and other significant financial decisions.
I earned bachelor's degrees in Finance and Management from the University of Maine and hold the Chartered Retirement Planning Counselor™ (CRPC™) designation. I believe financial advice should be personal, objective, and adaptable as life evolves.
Outside of work, I enjoy spending time with my wife and our two boys, working on home improvement projects, and maintaining our property in southern Maine.
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.
