Owen Malcolm

Owen H. Malcolm, CFP®


Owen H. Malcolm, CFP ® , is a Managing Director of the Atlanta office. Owen graduated Magna Cum Laude from Berry College with a BS degree in Finance and from Kennesaw State University with an MBA in Entrepreneurship. Prior to his work as a CFP ® practitioner, he was a Financial Analyst for IBM Global Financing, then a Financial Advisor for Edward Jones Investments, starting his own branch office in Marietta, Georgia.

Owen is a graduate of Leadership Gwinnett, as well as the inaugural class of L.E.A.D. Atlanta, a leadership development program for emerging young professionals sponsored by Leadership Atlanta. He is an associate member of the Georgia Society of CPAs, and has served on the Board of Good Samaritan Health Center of Gwinnett, a non-profit providing affordable, high-quality health services to the uninsured and working poor of Atlanta. Owen is Chair of the Berry College Planned Giving Council, and was also honored in 2005 by the Atlanta Business Chronicle as one of the Top 40 Under 40 "Up and Comers."

He has been a valued resource for national and local media (TV, radio and print) and has appeared in numerous publications including The Wall Street Journal, US News & World Report, CNBC, CNN, Smart Money Magazine, Financial Planning, Investment Advisor, Financial Advisor, Investment News, Dow Jones Newswires, Atlanta Business Chronicle, Atlanta Journal-Constitution, 11 Alive Atlanta, and Fox 5 Atlanta. Owen was featured in Investment Advisor's 2005 “New Faces of Planning” cover story.

Owen has been interested in the financial markets since age 12, when he visited a financial planner with his parents and was intrigued by the planner's knowledge and dedication to helping clients. He is a devoted family man who enjoys spending time with his wife, Tina, and their four children at their home in Johns Creek. An avid photographer and SCUBA diver, he participates in sports and is an active member of Old Peachtree Presbyterian Church, where he serves in a variety of roles.