Jonathan is a Senior Wealth Advisor for our new Birmingham, Alabama office. His passion is building relationships with families at an intimate level, understanding their history and partnering with them to script and preserve their legacy. Prior to joining the Keel Point Family, he served as a Producing Regional Director and Advisor for BB&T Wealth/Truist Wealth. Originally from Charlotte, North Carolina, Jonathan earned his degree from Auburn University in International Business with Finance. He went on to complete professional studies through the Graduate School of Banking in Madison, Wisconsin and the ABA Private Wealth School held at Duke University and Emory University.