OneAscent Financial Information
Contact top employees from
OneAscent Financial
Summary
OneAscent Financial is a private company that has been in the industry for 8 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Harry Pearson. Its headquarters is located at Birmingham, Alabama, USA. The OneAscent Financial annual revenue is estimated at < 1M. To connect with OneAscent Financial employee register on SignalHire.
Organization Website | financial.oneascent.com |
Phone Number | 2058471343 |
Industries | |
Headquarters Location | 23 Inverness Center Parkway, Birmingham, Alabama, 35242 US |
Employees Size | 10-50 employees |
Specialties | financial advisors, financial platform, values-based investing |
DMA Code | Birmingham Metropolitan Area |
Founded | 2017 |
Operating Status | Independent Company |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at OneAscent Financial shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years27% for 3–4 years27% for 5–7 years9% for 8–10 years9% have over 11 years of service at OneAscent FinancialEx-employees positions
In Company
In New Company
Contact top employees from
OneAscent Financial
Harry Pearson
CEO
Susan Culpepper
Graphic Designer
John Siverling
Director of Private Markets & Impact Advocacy
Tori Proehl
Client Services Manager
Ellie Mouw
Financial Advisor, Resolute Capital Group
Josh Arrington
Stewardship Advisor
Trina Hanner
Wealth Advisor
Samantha Vance
Director of Marketing
Phil Shaffer CIMA
Director of Institutional Services
Matthew Moses
VP, Operational Consulting
Jennifer Rogers
Director, Advisor Operations
Wade Johnson
Transition & Operations, Director
Natalie Beckerink
Compliance Associate
Hannah Burke
Trading Specialist
Susan Vitas
Trader
Charlie Watkins
Chief Financial Officer
Halston Kirkpatrick
Director of HR and Organizational Development
Jamie Labello
Operations Manager
Emma Neugent
Billing Specialist
Tom Powell CFP
Senior Lead Advisor
Nathan Whiddon
Operations Associate
Sara Bolen
Associate Advisor
Justin Thompson
Director of New Partnership Facilitation
Branyan Bounds
Operations Associate
Haley Avery
Executive Assistant
LAURA POSTEN
Billing Specialist
Leslie Isbell
Client Relationship Manager
Molly Mixon
Wealth Management and Planning Intern
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FAQ
OneAscent Financial operates in the Finance industries. More details can be found on the official website: financial.oneascent.com.
The headquarters of OneAscent Financial are located in Birmingham, United States.
The current CEO of OneAscent Financial is Harry Pearson
You can contact OneAscent Financial by phone at 2058471343.
OneAscent Financial currently employs 10-50 people.
OneAscent Financial's revenue is approximately < 1M.
