Keel Point LLC News - Profile and Newsroom at Send2Press Newswire

Keel Point LLC Newsroom - Profile and News Archive

Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Investment Advisory Services are offered by Keel Point, LLC an affiliate of Keel Point Capital, LLC.

CONTACT: https://keelpoint.com/locations/

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Press Releases from Keel Point LLC :

Joe Moore Appointed Head of Keel Point Family Office

May 1, 2024 3:28 PM EDT

HUNTSVILLE, Ala. and TYSONS, Va., May 1, 2024 (SEND2PRESS NEWSWIRE) — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel.