Dan Owen
Wealth Management Advisor|CFP®, CLU®, ChFC®, AEP®, RICP®
Personal
I was born in Raleigh, NC in 1980 and moved to Wilmington in 1999 where I attended UNCW as a history major. During my time in Wilmington, I gained a passion for surfing, which led me around the world in search of new cultures and great waves.
In 2012 I met my wife, London, while she was in Wilmington filming Iron Man 3. She is a Location Manager for the Film and Television Production Industry. We married in December 2013 and had our first child, a daughter named Birdie Nelle in December 2019. Our youngest daughter, Lollie Hill was born in July of 2022.
When I’m not working, London and I enjoy spending time cruising on our boat, practicing yoga, reading, surfing, traveling and playing with Birdie, Lollie and our Golden Doodle, Bowie.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Professional
After studying History at UNCW and Spanish in Costa Rica, Dan worked in the recycling, construction, environmental health, and Spanish interpreting industries. In 2008, Dan aligned his financial services practice with Northwestern Mutual because of its strong reputation for doing what is best for their clients. Dan enjoys interacting and developing relationships with his clients to help them achieve their financial dream.
Awards and Achievements
- 1999 – Awarded rank of Eagle Scout by the Boy Scouts of America
- 2003 – Graduated Bachelor of Arts, History from UNCW
- 2007 – Certified as Spanish Language Interpreter by NC Administrative Office of the Courts
- 2009 – Rookie of the Year, Carolina Condrey Group
- 2010 – New Financial Rep of the Year, Carolina Condrey Group
- 2013-2016 – Top 10 – Carolina Condrey Group Celebration of Excellence
Licenses
- Life / Health / Long-Term Care
- Series 6, 7, 63, and 65
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2013-2014
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2012-2014
- Award recognizing commitment to excellence in service to clients and industry
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
