Merrill Lynch Financial Advisor Trent A Owens

Merrill Lynch Financial Advisor Trent A Owens is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Specializing in personalized wealth management strategies, Trent Owens can help you create a flexible financial plan tailored to your specific goals and needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Owens and his team are dedicated to building strong client relationships based on trust and personalized service.

As a Merrill Lynch Wealth Management Advisor, Trent Owens focuses on understanding what matters most to you - your family, goals, and priorities - and works with you to develop a personalized financial approach. By starting with a conversation to identify and prioritize your goals, Owens can help you make investment-related decisions that align with your values and aspirations.

Drawing upon research in behavioral finance, Merrill offers the Investment Personality Assessment to help customize your financial approach based on your investing preferences. This assessment, along with regular check-ins to discuss changes in your life and financial goals, ensures that your plan remains aligned with your evolving needs.

With a focus on helping you pursue your goals and manage investment risk, Trent Owens is committed to providing comprehensive financial solutions to navigate the ever-changing economic landscape. By working together, Owens and his team can help you achieve what's most important to you and your family. Contact Merrill Lynch Financial Advisor Trent A Owens to start designing a personalized plan to pursue your financial goals today.