KEEL POINT, LLC

Important Disclosures:  https://www.keelpoint.com/social-media-disclosure 

Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.

Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.

Regions Financial

RFG ADVISORY, LLC (INVESTOR'S RESOURCE)

University of Southern Indiana Full-Time Student

USDA, Rural Development

PRIVATE CLIENT SERVICES, LLC

Bessemer Airport Authority

Edward Jones

Unemployed

Academy Sports and Outdoors

Harlow Wealth Management, Inc.

Army-Active Duty

Subway

Disabled American Veterans

University of Alabama Full-Time Student