Cary Cowan brings over 50 years of experience to his role as Senior Vice President of the Southern Region. Prior to joining Arch Global Advisors, he served as the head of his own firm, Cowan Financial Group, in St. Augustine, Florida, for 44 years. His transition to AGA followed a 2023 acquisition, a move driven by a shared commitment to a client-first philosophy and high-standard financial values. Cary specializes in long-term financial planning, guiding clients through every life stage - from early career growth to complex retirement transitions and 401(k) rollovers.
Background and Education
A graduate of the American College of Financial Services, Cary holds numerous professional designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Fiduciary (CFF®), and Certified Financial Planner (CFP®). His deep industry knowledge is further evidenced by his 2001 book, Lifetime Financial Strategies: A 21st Century Financial Planning Process, which outlines the insights and methodologies he has refined over half a century in the business. Originally from Sanford, Florida, Cary has witnessed the state's significant growth firsthand, a perspective that informs his approach to local market dynamics.
Personal Interests
Cary is an avid golfer, dedicating much of his time outside of the office to the sport. His long-standing presence in the Florida community and his decades-long relationships with clients reflect a career dedicated to consistency and professional integrity. He continues to fulfill his commitment to helping clients navigate the complexities of the modern financial landscape, ensuring their goals remain the firm's primary focus.