Keel Point
Josh Floyd is currently working as a Financial Planning Analyst at Keel Point. Prior to this, Josh has gained experience in various roles including Life and Health Insurance Agent at HealthMarkets, Church Planter at Grace Community Church, and Church Planting Apprentice at Trinity Presbyterian Church. Josh has a Master of Divinity degree from Covenant Theological Seminary and a Bachelor of Arts in Speech Communication from Middle Tennessee State University. Throughout their career, Josh has also held positions such as Assistant Pastor, President of Student Council, and Senior High Director at various churches and organizations.
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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.