Keel Point
Steve South is a seasoned financial professional, currently serving as Senior Advisor to the President at Keel Point since April 2022. Prior to this role, Steve held the position of Chief Wealth Officer at Keel Point, LLC from June 2016 to August 2023. Steve's extensive experience includes serving as Senior Vice President and Vice President at CEO Forum, Inc. from September 2005 to August 2017, and previous positions as Counsel to the Vice President at Legal Services Corporation (1985-1987) and General Counsel to U.S. Senator Don Nickles (1981-1985). Educational credentials include a Doctor of Law (J.D.) from George Mason University - Antonin Scalia Law School and a Bachelor's degree in Geography and English from Frostburg State University.
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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.