Jason D. Landers, CFP®Senior Wealth Advisor

By March 23, 2016
: Huntsville, AL: https://www.linkedin.com/in/jasonlanders

Jason Landers is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. He came to us after years at Merrill Lynch. Jason’s team, which includes Kyle Findlay, CFP®, Paula Sandlin, Client Relationship Manager, and Caroline Bentley, Wealth Advisor, 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.