Your Journey Financial Advisors with Thrivent offers financial services to residents of Hickory and surrounding areas. Founded in 1902, Thrivent has a proven track record of success that has made it a Fortune 500 company. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives, offering a full range of expert financial solutions and serving more than 2.3 million clients, as well as the communities in which they live and work1. But there’s a special sauce that Thrivent offers that helps set them apart, and that is the opportunity for inspiring generosity.

It may sound unusual for a financial services company to place generosity as one of its core tenets. As a financial services firm founded on a common bond of Christianity, Thrivent is fraternal benefit society allowing the ability to make a positive impact with clients in their communities, including the Hickory community and beyond. When individuals or businesses become a client of Thrivent, they have access to generosity programs that help amplify their impact in their community. Giving back is important to their clients and is part of what makes Thrivent truly unique. The Your Journey Financial Advisors Team with Thrivent is also engaged in volunteer programs, charitable giving, and numerous partnerships, including with Habitat for Humanity. They believe that teaming with clients and organizations that better a community helps everyone go further and be stronger.

Customer service is prioritized at Your Journey Financial Advisors, and the company’s commitment to service has been proven again and again. A case in point is the recent pandemic. While COVID-19 presented unique challenges to everyone, Thrivent found that staying on top of technology enabled them to stay in touch with clients virtually. With the availability of platforms like Zoom and webinar software, Thrivent has incorporated even more efficiency into the way they can meet clients where they’re at to offer support and advice. Taking it a step further, Your Journey Financial Advisors now offer recurring member events via webinars, in addition to online resources for clients to improve their financial clarity.

Even the process of onboarding a new client is addressed with the client’s needs front and center. Kelly Jones Williams, a 15-year veteran with Thrivent and leader of the Your Journey Financial Advisors team, is a licensed financial advisor. She details her personal approach to assessing a client’s financial situation and goals before providing recommendations. “We go through an in-depth process to determine your values and behaviors and establish goals for accountability and success. We make the connection between what’s important to you and how you can live your legacy before you leave it.”

The first step for creating a personalized financial plan for clients is a connect meeting. This is where the client and a member of the Your Journey Financial Advisors team discuss past financial choices and current financial situations, including available investment options. Next, the focus is on goal development, where the client expresses goals, priorities and concerns, while the team member may suggest financial goals that align with the client’s interests. After that comes data gathering, strategy and delivery, all of which takes place in careful, thoughtful stages.

The Your Journey Financial Advisors team is not the only resource that clients have. They are hands-on and all-in, with portfolio managers who keep target objectives, trends, and what matters most to you in mind. Your Journey Financial Advisors has an available team of six financial advisors, three junior advisors, and nine support team members. Communication is a top priority, especially during rocky times when clients may need a little bit of extra information or support. Clients can always access available help from any of the support staff. Your Journey Financial Advisors doesn’t operate with a silo model, where everything and everyone is separated. Instead, a client has all the resources available, not just those of one team member.

Mrs. Jones-Williams emphasizes that the work done at Your Journey Financial Advisors is a team effort, helping ensure that every client gets the maximum value from working with their team. “My team and I specialize in protection planning, tax mitigation strategies, estate planning strategies, and small business owner planning,” she says. Mrs. Jones-Williams’ personal path to Thrivent included a job working at a credit union. At the time, she knew she wanted a career where she could help people, but the credit union wasn’t serving her entire life’s purpose. She feels that with the help of God’s guiding hand, she’s found what she is meant to do.

Mrs. Jones-Williams has consistently performed as a top financial advisor at Thrivent. Recently, she was inducted into Thrivent’s Voices in Philanthropy Hall of Honor, one of only 44 active members. She’s proud to say that two of those members are on her team at Thrivent. In addition, many of the team members are active with Habitat for Humanity’s international builds and have traveled to El Salvador on numerous occasions. They hope to continue doing so in the future.

The concept of giving and abundance is Bible-based, with the idea that generosity and being wise with money is a way to achieve financial clarity. Mrs. Jones-Williams tries to live that belief through her personal work. She supports a number of local and national organizations, with both her time and financial resources, including the National Kidney Foundation, Hearts and Hope, and the Hickory Soup Kitchen. She is also a sitting board member and advocate of the Catawba Valley Health Foundation.

At Thrivent, the belief is that life is a journey, and they want to take that journey along with their clients, every step of the way. The goal of the Your Journey Financial Advisor team and Thrivent as a whole is to help people reach a place where they feel content and have confidence to attain their goals and live a life full of meaning and gratitude.

Thrivent Financial
Your Journey Financial Advisors
910 Tate Blvd. SE, Suite 105, Hickory
828.855.9690
Connect.thrivent.com/kelly-jones

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1 As of Dec. 31, 2022

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Thrivent Charitable Impact & Investing™ recognizes financial advisors and professionals who devoted extra effort in facilitating charitable gifts to the organization.

Financial advisors and professionals who are inducted into the Voice in Philanthropy (VIP) Hall of Honor have helped their clients give more than $5 million in charitable gifts to benefit our shared communities during their careers.

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