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 late grandfather as he taught her about stock and commodity pricing from the Wall Street Journal. From there, her passion grew into wanting to assist others with their financial big picture.
“I am thrilled to be a part of the Keel Point team and look forward to sharing my years of knowledge and experience to help the families that we have the privilege of working with reach their financial goals,” said Garner.
A West Tennessee native, Kristy started her financial services career as an intern with Morgan Keegan & Co. in Memphis in 2005. Upon graduating from the University of Memphis with her Bachelor’s degree in Finance, she accepted a full-time position as a Bond Portfolio Accountant within their fixed income group. In 2011, Kristy moved to the Huntsville area with her family and transitioned to a private client customer service role with Raymond James.
In addition, Kristy holds the Accredited Asset Management Specialist (AAMS®) designation awarded by the College of Financial Planning to financial professionals who have completed coursework encompassing investments, insurance, tax, retirement, and estate planning issues. She must adhere to standards of professional conduct and dedicate time to continuing her industry education.
Kristy plans to continue building on her professional development by pursuing other industry-specific financial planning accreditations.
In her free time, Kristy enjoys hiking, listening to podcasts, cooking, and weightlifting, having competed in her first powerlifting competition in December 2019. In addition, she is an advocate for a New Leash on Life Rescue, St. Jude Children’s Research Hospital, and the Ovarian Cancer Research Alliance.
About Keel Point
Keel Point is an independent investment advisory firm with approximately $2.3 billion assets under management (as of December 31, 2019) that focuses on helping clients to “Invest in their Purpose.” Founded in 2003, Keel Point believes in being a catalyst of change for the industry by nurturing and diversifying the next generation of financial advisors. In addition to its primary focus of serving affluent families, Keel Point works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments, and other institutions. Additionally, the company offers a full suite of outsourced CIO and investment consulting services to advisory firms through Keel Point Asset Management (KPAM).
With offices in Washington DC; Nashville and Chattanooga, Tennessee; Huntsville, Alabama; Kansas City, Kansas; and Greenville, North Carolina, Keel Point is invested in the communities as well as the families it serves.