Will CFP

President | Lead Advisor at OneAscent - Hoover, AL, US

Will CFP's Colleagues at OneAscent
TJ Claud

Chief Compliance Officer

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Samantha Vance

Director of Marketing

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Matthew Moses

VP, Operational Consulting

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Andrew Manton

Chief Equity Strategist, Sr Portfolio Manager

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Jennifer Rogers

Director, Advisor Operations

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Rob Grubb

Chief Operating Officer

Contact Rob Grubb

John Siverling

Director of Private Markets & Impact Advocacy

Contact John Siverling

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Will CFP's Contact Details
Email (Verified)
***@oneascent.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
205-313-9142
Location
Company
OneAscent
Will CFP's Company Details
OneAscent logo, OneAscent contact details

OneAscent

Hoover, AL, US • 20 - 49 Employees
Financial Services

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.OneAscent's business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.Visit our website: https://oneascent.comFollow us on Facebook: https://www.facebook.com/OneAscent/

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Frequently Asked Questions about Will CFP
Will CFP currently works for OneAscent Financial.
Will CFP's role at OneAscent Financial is President | Lead Advisor.
Will CFP's email address is ***@oneascent.com. To view Will CFP's full email address, please signup to ConnectPlex.
Will CFP works in the Financial Services industry.
Will CFP's colleagues at OneAscent are TJ Claud, Samantha Vance, Matthew Moses, Andrew Manton, Jennifer Rogers, Rob Grubb, John Siverling and others.
Will CFP's phone number is ["+18643857999"]
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