Keel Point Insights

Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!

Articles
& Videos

Awards &
Press Releases

Investment
Bulletins

Keel Point
in the News

Keel Point Welcomes Michelle Cook as a Private Client Wealth Advisor

Keel Point

January 12, 2024

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.

Related News & Articles

Market Recap – June 10, 2024

The unexpectedly strong 272,000 new jobs in May – compared to 165,000 added in April -- and wages up 4.1% over the prior year surprised financial markets.  Treasury yields rose, U.S. stock prices were slightly negative, and expectations of Fed cuts in September...

read more