![Michael King Stanley](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Michael K.
Stanley is a Wealth Advisor at Keel Point LLC.
He joined Keel Point in June 2021.
He focuses on mergers and acquisitions and comprehensive wealth management, guiding clients through complex transitions while helping them preserve and grow their wealth with clarity and confidence.
His practice integrates business exit planning, investment strategy, and long-term financial planning to help clients achieve meaningful outcomes.
He has an MBA from the University of Alabama as well as a BS in History from the United States Naval Academy.
Postes actifs de Michael King Stanley
| Sociétés | Poste | Début |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Analyst-Equity | 01/06/2021 |
Formation de Michael King Stanley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Finance |
United States Naval Academy
 United States Naval Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manderson Graduate School of Business At University of Alabama
 Manderson Graduate School of Business At University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
