Keel Point is pleased to announce that Michelle Cook has joined the firm as a Wealth Advisor in its Private Client business. Michelle comes to Keel Point with more than 27 years of experience in the financial services industry. Most recently, Michelle was a Wealth Advisor with Truist Wealth Management/BB&T Wealth Management where she served families in the Mobile, AL to Destin, FL and 30-A areas. She was with Truist/BB&T for approximately 13 years where she focused on developing tailored solutions to address her clients’ investment and financial planning needs. She has joined in a partnership with Jonathan Crawford who is located in our Birmingham office.
Michelle is a graduate of Spring Hill College in Mobile, AL and is actively involved in the Mobile community.