Keel Point
Mike Perry has a diverse and extensive work experience in the financial industry. Mike served as the President of Keel Point Advisors since September 2014. Prior to that, they worked as the Chief Business Development Officer at Williams Financial Group from July 2009 to September 2014. Before their role at Williams Financial Group, they held the position of EVP & National Sales Manager at AIG Retirement from May 2004 to June 2008. In this role, they led a national sales division with a significant budget and staff. Mike'sresponsibilities included managing regional vice presidents, district managers, and overseeing various aspects of the business, such as business development, HR, budgeting, client service, marketing, legal/compliance, and products/services. Additionally, they served as the Regional Director at AIG VALIC from 1999 to 2004 and as the District Manager from 1987 to 1998, where they led sales and operational functions and was responsible for exceeding sales performance goals and acquiring top talent.
Mike Perry attended James Madison University from 1975 to 1979, earning a Bachelor of Science degree in Political Science and Public Administration. Prior to that, they attended First Colonial High School, but no specific dates or degrees were provided for that.
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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.