HUNTSVILLE, Ala., March 5, 2019 /PRNewswire/ -- Keel Point, a wealth management firm and multifamily office with a focus on service that aligns with the values and legacies of families and institutions that it serves announced today that Joe Agee, formally of Merrill Lynch and Morgan Stanley, has joined the firm as its Chief Business Development Officer.
In this new role, Agee will be responsible for sales management, sales coaching, recruiting, marketing events, strategic partnerships and corporate services. He will report to Mike Perry, President of Keel Point and continue to reside in Jacksonville, Florida.
"We are very excited to welcome Joe to the team, and we know his experience will have an immediate positive impact on our overall business development pipeline," said Mike Perry, President of Keel Point. "Growing our business by attracting the right families and further developing our suite of services is incredibly important to us and we are pleased to have a senior leader like Joe leading our efforts in this area."
Agee is an experienced financial services leader with 23 years in the wirehouse and in management at Merrill Lynch and Morgan Stanley. Most recently, Agee was the Executive Director for the Jacksonville and Valdosta markets for Morgan Stanley where he was responsible for recruiting and hiring new advisors, oversight of risk management, service and operations and all aspects of branch management.
"Keel Point has a strong reputation in the industry as a wealth manager and family investment advisor that partners closely with the families they serve and understands their individual investment needs," said Agee. "I look forward to working closely with the team and am excited to bring my industry experiences to Keel Point to help them continue to build out and grow their business."
Keel Point was established to foster longstanding partnerships with multigenerational clients, as well as other RIAs, to help them navigate wealth. Keel Point is a catalyst of change for the industry by educating and diversifying the next generation of financial advisors through both guidance and solutions. As such, the firm is rewriting the business model for how independent RIAs take care of families by ensuring that they stay true to their values, while navigating the complexities and opportunities of wealth to meet their goals whether they are relational, financial, charitable and/or legacy oriented.
For more information about Keel Point please visit www.KeelPoint.com.
About Keel Point
Keel Point is an independent investment advisory firm with approximately $2.1 billion assets under management (AUM) that focuses on helping clients to "Invest in their Purpose." Founded in 2003, Keel Point believes in being a catalyst of change for the industry by nurturing and diversifying the next generation of financial advisors. In addition to its primary focus of serving affluent families, Keel Point works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments and other institutions. Additionally, the company offers a full-suite of outsourced CIO and investing consulting services to advisory firms through Keel Point Asset Management (KPAM).
With offices in Washington DC; Nashville and Chattanooga, Tennessee; Huntsville, Alabama; Kansas City, Kansas; and Greenville, North Carolina, Keel Point is invested in the communities as well as the families it serves. For more information, please visit www.KeelPoint.com.
SOURCE Keel Point