Oneascent Wealth
OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most. FREE tool: analyze your investments to see if they align with your values: https://oneascentwealth.com/onboarding/ Sign up for our newsletter: https://oneascentwealth.com/#newsletter-signup-footer Visit our website: https://oneascentwealth.com/ Follow us on Facebook: Subscribe to our YouTube channel: Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), an investment adviser registered with the United States Securities and Exchange Commission. OAWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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Verified contacts
18
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
118
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DN
Dean Niewolny
Vice President Strategic Engagement · General Business & Management
EmailPhone - HL
Hays Latimer
Senior Lead Advisor at Oneascent Wealth Management · Other
EmailPhone - MS
Martin Smith
Client Relationship Manager · Customer/Client Service
EmailPhone - BW
Brent Whiddon
Financial Advisor · Finance & Accounting
EmailPhone - KM
Katie Mundy Davis
Senior Accountant · Finance & Accounting
EmailPhone - RG
Rob Grubb
Chief Operating Officer · Operations
EmailPhone
Showing 6 of 18 verified contacts
Top roles at Oneascent Wealth
14 distinct titles indexed · top 10 shown.
- 2chief operating officer
- 2client relationship manager
- 2senior lead advisor
- 1client service manager
- 1customer service specialist
- 1financial advisor
- 1lead advisor
- 1lead financial advisor
- 1planning & client services representative
- 1planning and client service advisor
- +4more titles
Sign up to unlock all 18 contacts at Oneascent Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 18 verified contacts at Oneascent Wealth
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