Dylan Owens

Analyst-Equity at

Stoker Ostler Wealth Advisors, Inc.

Finance

Consumer Services

Profile

Mr. Dylan W.
Owens is an Associate at Stoker Ostler Wealth Advisors, Inc. His duties include active portfolio rebalancing, daily cash monitoring, building client relationships and performing various research projects and analyses.
He is focused on helping make every aspect of the client experience as seamless as possible.
He joined Stoker Ostler in 2021.
He graduated with Honors from Arizona State University with a Bachelor of Science degree in Finance and a Certificate in Applied Business Data Analytics in May of 2020.
Additionally, he graduated with Honors from Arizona State University with a Master of Science degree in Finance in May of 2021.

Dylan Owens active positions

Companies	Position	Start
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns.	Analyst-Equity	2020-12-31

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Linked companies

Private companies	2
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns.	Finance
Arizona State University Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance