Annapolis, MD

1 Park Place, Suite 585 Annapolis, MD 21401

(410) 571-4244

(667) 408-7004

Steven O’Leary

Senior Wealth Advisor

Steve, a Senior Wealth Advisor with Keel Point, began his financial services career in 1993. During his tenure with a national insurance and financial services firm, he developed an in-depth understanding of insurance and investments. Blending the two, Steve creates a long-term foundation for family financial success. He believes that communicating the significance of changing financial markets while helping clients navigate the rules of retirement and estate planning is key to the success of a well-constructed financial plan.

Steve and his wife Maggie live in Annapolis, Maryland.  

Annapolis, MD

1 Park Place, Suite 585 Annapolis, MD 21401

(703) 807-2020

(703) 807-1122