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Huntsville, AL, February 15, 2023 - Keel Point recently received an ESGR Pro Patria Award for their ongoing support to Wealth Advisor and Navy Reservist, Michael Stanley, Jr., MBA, CExP™. ESGR (Employer Support of the Guard and Reserve), a Department of Defense...
Huntsville, AL - Michael K. Stanley, Jr., MBA CExP™ a Wealth Advisor at Keel Point, and member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™...
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...
Boutique Investment Advisors Combine to Meet Growing Client Needs Keel Point, LLC (www.KeelPoint.com) and BlueCreek Investment Partners, LLC (www.BlueCreekIP.com) today announce the merger of their boutique, relational‐model wealth management firms to provide family...