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 high net worth families and business owners addressing their unique needs in a comprehensive manner. Through a boutique approach, Jonathan and the Keel Point team offer planning and investment management, while also utilizing family office services where appropriate.
Keel Point is a hybrid RIA whose advisors are fiduciaries and work in the best interest of their clients. In addition to its advisory group, Keel Point has a multi-family office serving ultra-high net worth clients, a corporate services group, and an investment team lead by an experienced CIO with Wall Street experience.
“We are very fortunate to have Jonathan Crawford join our firm and open our first office in the Birmingham area,” says Joe Agee, Keel Point’s Chief Business Development Officer. “Jonathan has a proven track record of excellent leadership in the financial services arena and of focusing on the needs of the clients he serves. We are not only impressed with Jonathan’s record in our industry, we are equally impressed with the dedication he brings to the family. He personally demonstrates our core values every day.”
The new office is open and located at 29 Olmsted Street, located in the Commercial Township suites of Mt. Laurel. For more information on Keel Point and its services to individuals and families, please contact Jonathan Crawford directly at 256.261.3621 or, visit www.KeelPoint.com.
About Keel Point: Keel Point is a Registered Investment Advisory Firm, (RIA), focused on joining together families and advisors to achieve each family’s mission, vision, values, and goals. Simply put we help clients invest in their purpose.
Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Brokerage and Investment Advisory Services are offered under the Keel Point brand. Investment Advisory services offered by Keel Point, LLC, an affiliate of Keel Point Capital, LLC.