Keel Point Insights

Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!

Articles
& Videos

Awards &
Press Releases

Investment
Bulletins

Keel Point
in the News

Jonathan Crawford Opens New Keel Point Office in Birmingham

Keel Point
August 19, 2020
keel point press release

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.

Related News & Articles

2021 U.S. Financial and Market Outlook

With the first quarter of 2021 behind us, many of our clients have been asking about the strength of the U.S. markets and economy. Given how relevant this topic is for every investor, we wanted to share our thoughts on interest rates, business performance, inflation, and potential risks for the year to come.

read more

2021 Market Outlook Webinar

On March 24th, Keel Point hosted its 2021 Market Outlook Webinar, featuring an expert panel, including three of Keel Point’s top staff and JP Morgan portfolio manager Phil Camporeale. The discussion covered the 2021 market outlook, diversification strategies, and the...

read more