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Michael O
Series 63, Series 65
Greenville, NC
Carolina Financial Services Group, Inc.
Michael Owens is a financial advisor at Carolina Financial Services Group, Inc. in Greenville, NC, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Carolina Financial Services Group since 2007. Owens also operates as an insurance agent, engaging in insurance product sales and services. Carolina Financial Services Group provides fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan participants. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to clients’ profiles, with services that include discretionary and non-discretionary management, retirement-plan advisory, and estate-related advice.
Cameron E
Series 63, Series 65
Greenville, NC
Carolina Financial Services Group, Inc.
Cameron Evans is a financial advisor at Carolina Financial Services Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Foundations Investment Advisors LLC and Coppell Advisory Solutions, LLC. He also serves as president of Evans Wealth & Asset Management, Inc., providing financial advisory services and insurance products. Carolina Financial Services Group offers investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $40 million for around 100 clients, providing discretionary and non-discretionary portfolio management using fundamental, technical, and cyclical analysis without a formal account minimum.
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