Keel Point provides wealth management services focusing on individualized solutions for personal wealth management, family office services, and institutional asset management.

Keel Point

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Keel Point Benefits

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Microsoft Exchange Online

DMARC

Office 365 Mail

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Chief Compliance Officer

Clint Ward

Founder and Executive Chairman

David Parks

President

Mike Perry

Robert Mayes

CFO/COO

Sandra Stephens

Director of Operations

Amanda Ahmed

Marketing and Product

Amber Rader

Director of Family Philanthropy and Operations

Carrie Slease

Chief Financial Officer

Jason Blount

Family Wealth Director

Joseph Moore

Joe Agee

Chief Business Development Officer

Washington DC Metro Area Companies With More Than $1M in Revenue (Top 10K)

Financial Services Companies With More Than $10M in Revenue (Top 10K)

Washington DC Metro Area Companies With Less Than $500M in Revenue (Top 10K)

Consulting Companies With More Than 50 Employees (Top 10K)

Keel Point is an advisory firm owned jointly by the families it serves and the professionals who manage it. Rather than accept the status quo.

Vienna

Virginia

United States

North America

Great support from our state leaders, great participation among 500+ attendees!

Provides comprehensive wealth management services, including financial planning, investment management, and estate planning for families.

Offers brokerage services for buying, selling, and holding investments, including equities, mutual funds, and fixed income securities.

Assists with retirement planning, estate planning, college funding, and insurance-based services for individual clients.

Provides tailored wealth management solutions for families with substantial wealth, including estate planning, philanthropic guidance, and family governance.

Delivers investment management and operational support for institutions, including endowments and pension plans, with a focus on risk management and strategic investment.

Pakistan

Asia

Bangladesh

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news impact assignment basic	general
public peers	general	Sep 24, 2024 7:02 PM	60d7f542
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signals	general	Sep 24, 2024 7:02 PM	4f3725ba
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Keel Point