Caroline Bentley is a Wealth Advisor at Keel Point. She works on a team at Keel Point, which includes Kyle Findlay, CFP®, Jason Landers, CFP®, and Paula Sandlin, Client Relationship Manager, that operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. Caroline joined our team after spending four years at Morgan Stanley. While at Morgan Stanley, Caroline worked with other advisors throughout the region on financial planning for their clients, while also serving her clients. Before starting her career in wealth management, Caroline spent five years coaching college tennis at the University of North Carolina-Charlotte, University of Alabama, and Furman University.
Caroline graduated from Furman University with a Bachelor of Arts in Communication Studies. She earned her Master’s of Business Administration from the University of Alabama with a concentration in Finance and Real Estate.
Caroline currently serves on the Foundation Board for the Huntsville Museum of Art. She also works on the Executive Leadership Team for the American Heart Association’s Heart Ball. Caroline and her husband Nick love volunteering and fostering dogs with A New Leash on Life. In her spare time, Caroline enjoys playing tennis, spending time at the lake, and spoiling her new niece & nephew.