Kelley Grace
Wealth Advisor, CPA, Senior Vice President - Sequoia Financial Group
- Role
- Wealth Advisor, CPA, Senior Vice President at Sequoia Financial Group
- Location
- Norman, OK, US
- LinkedIn followers
- 500 followers
About Kelley Grace
I help my clients grow and manage their wealth. As a Wealth Advisor and CPA I help…
Experience
Wealth Advisor, CPA, Senior Vice President
Nov 2024 — Present · Norman, OK, US
The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Education
University of Oklahoma - Price College of Business
Bachelor of Accountancy, Accounting & Finance
1996 — 2000
Skills
- Consulting
- Cpa
- Project Planning
- High Net Worth Individuals
- Tax Preparation
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