Keel Point’s History
Collaboration. Commitment. Continuity.
A Multi-Generational Commitment
Keel Point was formed in 2015 through a partnership between David Parks and Robert Mayes. Both had previously worked in their own firms with clients providing wealth management services. Joining their expertise, resources, and networks allowed them to fulfill an even larger demand on wealth advisement for families, organizations, endowments, and foundations. Later that year, the company experienced expansion into Chattanooga, Tennessee and Huntsville, Alabama.
Since then, Keel Point has continuously grown in its ability to meet the financial, estate, tax, business, and philanthropic needs of wealth-creators and their families from one generation to the next.
At the heart of the company, Keel Point is a collaboration of families, who believe that wealth brings tremendous opportunities and responsibilities, and experienced professionals who are committed to helping their clients manage their financial and philanthropic obligations.
Join Our Team
Have a knack for creating customized, goal-driven wealth management solutions? You may be a perfect fit for the Keel Point team.
At Keel Point, we don’t take the trust of our clients lightly. We understand building and maintaining wealth is a family business and we feel privileged by the opportunity to help. So we begin each and every relationship with learning more about you and your family. Our philosophy is that every plan we design or strategy we implement must be in alignment with the mission, vision, values, and goals of the family. When that alignment is achieved, it’s safe to say your family has reached its personal “Keel Point”. And you can trust that our advisory and investment teams have the insight and competence to stay the course through times of prosperity and turbulence. We hold our client’s best interests for the long run and for generations to come.
Connect with Keel Point
Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.
Find a Wealth Advisor
The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Our Keel Point Locations
The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.