ASCENT WEALTH ADVISOR
Updated 120 days ago
104 Kenner Ave., Ste. 200 Nashville, TN 37205
Key offers specialized investment counseling, financial, and estate planning services for individual investors, families, trusts, foundations, and small-mid sized businesses. He is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. His belief in the foundations of Trust, Proficiency, and Integrity are the core of his relationships and his work... *Preservation of capital is the foundation. *Risk Management is crucial. *Understanding the client as we invest. *Decisions & recommendations made with the whole picture in mind. *Integrity is irreplaceable... Key is married to Anne and they have two grown children, William and Hannah. Key is involved in his church and community in ways he loves - serving without "titles". He has more recently served on the Board of the Southern Baptist Foundation and remains involved with the Kiwanis Club of Nashville and a steady long-time Wednesday men's lunch group. He also enjoys Monday afternoons when he volunteers teaching Citizenship classes to migrants at..
Also known as: Ascent Wealth Advisor, LLC, Ascent Wealth Advisory, Ascent Wealth Advisory, LLC
Associated domains: keyholleman.com