电子邮件 | dan***@***.com | 获取Email |
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电子邮件 | dan***@***.com | 获取Email |
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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.
公司 | Keel Point |
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职位 | Chief Wealth Officer, Senior Family Office Counsel |
地点 | United States |
http://www.linkedin.com/in/douglasandre | |
部门 | master_legal,master_operations |
头衔 | Chief Wealth Officer / Sr. Family Office Counsel |
Keel Point Chief Wealth Officer, Senior Family Office Counsel
2022-04-01 -
Keel Point Family Office Counsel
2020-01-01 - 2022-04-01
Ivins, Phillips & Barker Tax and Estate Planning Attorney
2009-09-01 - 2019-12-01
McGuireWoods LLP Summer Associate
2008-05-01 - 2008-06-01
Supreme Court of Virginia Summer Law Clerk
2007-05-01 - 2007-08-01
Douglas Andre 在 Keel Point 担任 Chief Wealth Officer / Sr. Family Office Counsel
Douglas Andre 在 Keel Point 的职位是 Chief Wealth Officer / Sr. Family Office Counsel
Douglas Andre 的电子邮件地址是 dan***@***.com
Douglas Andre 的电话号码是 -
Douglas Andre 的公司电话号码是 +125****
Douglas Andre 在 financial services 工作。
Douglas Andre 的一些同事包括Douglas Andre、Jonathan Crawford、Ruth Kerr、Jason LandersJay Baird、。
Douglas Andre联系方式: 电子邮件地址:dan***@***.com 电话号码:-
Douglas Andre 的个人领英是:http://www.linkedin.com/in/douglasandre
Douglas Andre 的办公地点:100 church street southwest, huntsville, alabama, united states
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