Scott Copeland is Director of Corporate Services at Keel Point. As an Accredited Investment Fiduciary Analyst®, he works with business clients and the firm’s advisors developing §125 plans, group insurance, open architecture retirement plans, deferred compensation plans and executive benefit solutions.
Scott was drawn to the firm’s client centric attention to detail. The firm’s values aligned with his views within the 3(21) Fiduciary services he provides for his 401(k) plan clients: to act solely in the best interests of and with undivided loyalty to the plan and its beneficiaries. Scott graduated from the University of Alabama in Huntsville with a Major in both Accounting and Finance. He ran an independent Wealth Management firm in Huntsville, Alabama before joining Keel Point.
Scott spends his spare time planning and running various charitable events in and around downtown Huntsville. Scott’s family moved to Huntsville in 1975 and he currently lives on Monte Sano with his three children. They spend most of the weekend hours on the Land Trust trails, running, and planning their next adventure.