About Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure 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. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness. MillionPhones has 10 verified mobile phone numbers for Keel Point employees across 3 departments, helping sales teams connect with decision-makers directly.
Keel Point Leadership — Direct Phone Numbers Available
Keel Point Phone Numbers by Department
| Department | Contacts | Verified Mobiles | Coverage |
|---|---|---|---|
| Other | 8 | 53% | |
| Executive | 1 | 54% | |
| Customer Success | 1 | 57% |