Huntsville, AL - Keel Point proudly announced the addition of Kristy Garner to the Huntsville office as a Financial Planning Associate, bringing along 15 years of analytical and research experience. Kristy was first introduced to the industry at a young age by her...
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Jonathan Crawford Opens New Keel Point Office in Birmingham
Birmingham, AL -- Keel Point announced the opening of its new office in the Birmingham area. This is its first-ever office in the Birmingham area led by Senior Wealth Advisor Jonathan Crawford. Jonathan will apply his 22 years of industry experience of working with...
Keel Point Launches Newly Designed Website
Keel Point is excited to announce the launch of its newly designed website. The new site can now be visited at https://www.keelpoint.com/. The site, which launched earlier this week, allows Keel Point to stay connected with its community and streamlines its virtual...
Blake Waggoner joins Keel Point as an Investment Associate
Huntsville, Alabama -- Keel Point is pleased to announce that Blake Waggoner has joined the Huntsville team as a new Investment Associate. Blake brings his passion to advocate for and assist others with their long-term financial goals. He has been interested in...
Doug Andre joins Keel Point as Family Office Counsel
Keel Point is excited to announce that Douglas Andre, the former tax and estate planning partner at Ivins, Phillips & Barker, has joined the firm's Vienna, VA Keel Point office as Family Office Counsel. Andre will be responsible for providing technical support to...
Keel Point, LLC Named to 2017 Financial Times 300 Top Registered Investment Advisers
June 22, 2017 – Keel Point, LLC is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers (RIAs), as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. Founded in 2003, Keel Point is a...
Keel Point Recognized in Inc. 5000 List of Fastest-Growing Companies
FOR IMMEDIATE RELEASE FOR INFORMATION, CONTACT: Larry Ross Communications Katie Martin - 972.267.1111 - katie@alarryross.com With 122 percent three-year growth, Keel Point continues to help clients “invest in their purpose” HUNTSVILLE, Ala., Aug. 22, 2016 –...
Keel Point Announces Acquisition of Chattanooga, Tennessee-based DeMoss Capital
East coast boutique investment firm says move will broaden reach in Chattanooga and solidify commitment to clients in the region Keel Point, LLC, a boutique registered investment advisory firm with approximately $1.45 billion under management, today announced its...
Keel Point, LLC Named to 2015 Financial Advisor Magazine Top 50 Fastest Growing Firms
Keel Point, LLC is pleased to announce that it has been recognized in Financial Advisor’s 2015 Annual RIA Survey & Rankings as one of the 50 Fastest-Growing Firms. It has been ranked # 2 on the list of 50 firms across the U.S. Keel Point, LLC is a newly-merged...