Ascendor Wealth, LLC

Jared Graves is a financial advisor at Ascendor Wealth, LLC with Series 65 registration and one year of industry experience. Before joining Ascendor Wealth, he served in the US Army and has worked in remodeling and water sports businesses. He also holds a role at Maverick Law and has experience as a full-time student and studying abroad. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a manager-driven asset allocation approach with ongoing portfolio management and integrates legal and accounting services through affiliated professional firms.

Keith Carter is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Ascendor Wealth, LLC since 2011 and also works with Graves May, PLLC, where he has been since 2013. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors and participants. The firm employs a primarily discretionary, manager-driven asset allocation approach that incorporates fundamental, technical, and cyclical analysis across a range of investment strategies.

Brandon Dembowiak is a CFP® with 16 years of experience and is affiliated with Ascendor Wealth, LLC. He has been involved with Ascendor Wealth since 2009 and has concurrent roles with Parlay Holdings, Dormie, LLC, Sicarius, LLC, and Graves May, PLLC. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors, utilizing manager-driven asset allocation portfolios and a combination of fundamental, technical, and cyclical analysis. The firm operates alongside affiliated legal and accounting practices, offering clients access to a range of professional services.

Ricky Graves is a CFP® with 17 years of industry experience and is affiliated with Ascendor Wealth, LLC. He has held multiple leadership roles in various non-investment related businesses, including serving as president of Lord and Graves, Inc. and managing several other companies. Graves is also an attorney involved with Graves May, PLLC. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses manager-driven asset allocation portfolios and a combination of fundamental, technical, and cyclical analysis to manage accounts, typically on a discretionary basis.

Charles Goings is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Ascendor Wealth, LLC since 2020 and previously held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson Hewitt Tax Service, and THE Vanguard Group, Inc. Goings holds a Series 63 license as well. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a manager-driven asset allocation approach with discretionary portfolio management, incorporating a mix of fundamental, technical, and cyclical analysis.

Kevin May is a financial advisor with Ascendor Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Ascendor Wealth since 2014 and is also a partner at Graves May, PLLC, a legal firm. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs manager-driven asset allocation portfolios with discretionary account management and integrates legal and accounting services through affiliated professional firms.