Austin is a Managing Partner at Towne Wealth Management in Raleigh, NC. With over 10 years of financial service experience, Austin’s primary responsibilities are portfolio construction, investment manager selection and monitoring, and ongoing analysis. He is also the lead on our client servicing model for client reviews, preparation, and delivery.
The advisors at Towne Wealth Management and The Bray-Harris Group*, provide investment solutions to institutions, corporations, and high-net-worth clients. The team prides itself on understanding each client’s individual financial goals and needs to provide a custom-tailored investment solution.
Austin earned a bachelor’s degree in Trust and Wealth management from the Lundy-Fetterman School of Business at Campbell University in 2009 and was named to the 2022 edition of the Forbes list of Best in State Next-Gen Wealth Advisors†.
A North Carolina native, he is active in the community as a volunteer for youth sports and multiple charities. Outside of the office, he enjoys spending quality time with his wife and two children.
*The Bray-Harris Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
† The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered, and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com and https://www.forbes.com/best-in-state-next-gen-advisors/#76298afb25ae.