Keel Point
Valerie McPherson has extensive experience in accounting and human resources management, currently serving as the Accounting/HR Manager at Keel Point since May 2016. In addition to this role, Valerie has been the Human Resource Director at American Bank of Huntsville since January 2008. Prior to these positions, Valerie worked as the Assistant Controller at SouthBank from May 1997 until December 2007. Valerie completed high school education at Butler High School from 1974 to 1978.
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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.