Joe Agee joined Keel Point in 2019. Prior to joining Keel Point, Joe was an Executive Director and served as Complex Director for the Jacksonville Complex at Morgan Stanley. He was responsible for the Mobile and Fairhope Alabama markets as well as the Florida Panhandle, including; Pensacola, Ft. Walton, Destin, Tallahassee, Gainesville, Jacksonville, and Ponte Vedra as well as Valdosta Georgia markets. He was responsible for recruiting and hiring new advisors, oversight of risk management, service and operations and all aspects of branch management. Joe also spent 7 years as a Financial Advisor and producing Branch Manager at Merrill Lynch. After many years in the Financial Services arena in a variety of roles as a Manager and coach of Financial Advisors he developed an appreciation for a client focused practice.
In his role with Keel Point he is responsible for sales management, coaching, recruiting, marketing, strategic partnerships and corporate services.