KT
Kelly Tripp
Client Services Specialist at Sovereign Private Wealth
View Kelly's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Client Services Specialist
Jan 2022 - Present · 2 years and 11 months
Administrative Assistant
Jan 2022 - Present · 2 years and 11 months
Hudson Street Designs
Small Business Owner
Oct 2017 - Aug 2022 · 4 years and 10 months
Company Details
Based in upstate South Carolina, Sovereign Financial was founded in 2017 to help people be good stewards of everything they've been entrusted with. Sovereign Financial offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS 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 OAFS’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 OAFS 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.
Year Founded
2017
Social Media
Linkedin
Industry
Financial Services
HQ Location
21 Augusta St Greenville, South Carolina 29601, US
Keywords
Financial PlanningLegacy PlanningBiblical StewardshipCompany Benefits PlanningBiblically Responsible InvestingInvestment Planning
Discover More About Cleveland Clinic

Find verified contacts of Kelly Tripp in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.