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Huntsville, AL– Keel Point, a wealth management firm and multi-family office which focuses on helping clients invest with a purpose, announced today that Clint Ward, former CCO at CIBC Private Wealth Management, has joined the firm as Chief Compliance Officer. Mr....
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 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...
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...
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...
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...
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 –...
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 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...