Owen McBryan
Based in Duluth, Owen supports advisory teams by analyzing client data, preparing financial plans, and assisting with reviews, reporting, and follow-through.
Ways to Connect
As a Wealth Advisor Associate at Mission Wealth, Owen McBryan supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Owen helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
A winner is a dreamer who never gives up.
Professional Background
Outside of education, Owen spent time working in sales and customer service-focused roles, alongside actively participating in the Elon Innovation Scholars program, CFP program, and Financial Planning club.
Personal Pursuits
Owen enjoys spending time with friends, often watching sports as well as working out, making music, and cooking. He is from the Philadelphia suburbs.
Community Impact
Owen is involved with the Take a Breather Foundation, who aim to make the lives of those living with Cystic Fibrosis easier by granting “Breathers” which often come in the forms of trips, items, or anything requested to improve their quality of life.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor