49 Financial
Meredith Lipps is an Associate at 49 Financial, where registered individuals offer Investment Advisory Services through 49 Wealth Management, LLC. Prior experience includes roles as a Discipleship Group Leader and Campus Intern at Student Mobilization, leading college student groups and organizing events. As a College Ministry Intern at Christ Chapel Bible Church, Meredith facilitated student connections within the ministry. Additional internships at Texas Christian University and Weiser Financial provided experience in administrative support and financial advising, respectively. Early career roles include marketing and communication positions, along with coaching cheerleading. Meredith holds a Bachelor of Business Administration in Finance and a Certificate in Consultative Selling from Texas Christian 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.