Keel Point
Sandra Stephens possesses extensive experience in financial leadership, currently serving as CFO and COO at Keel Point since January 2016. Previous roles include EVP/CFO at American Bank of Huntsville and CEO of SouthFirst Bancshares Inc. Notable earlier positions include COO at First Federal Bank and Manager of Accounting Loss Mitigation at Freddie Mac. Sandra's career commenced at Pinnacle Bank as VP/Controller. Educational credentials include a BS in Accounting from Birmingham-Southern College, a BBA in Finance from the University of Montevallo, and an AS in Finance from Walker College.
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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.