49 Financial
Kristin Griffin has extensive experience in client operations and financial management, currently serving as the Sr. Manager of Client Operations & Field Compliance at 49 Financial since November 2019. Kristin has progressively advanced within 49 Financial, holding titles such as Client Operations Manager, Investment and Planning Operations Team Lead, Investment and Planning Operations Specialist, Associate, and Financial Professional. Prior to this, Kristin worked as a Financial Professional at 49 Financial at AXA Advisors for a brief period in 2019 and completed an Assurance Internship at PwC in early 2018. Kristin holds a Master of Science in Financial Management and a Bachelor of Business Administration in Accounting, both obtained from Texas A&M University.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.