Steven O'Leary
AeroLeads people directory · profile

Steven O'Leary Email & Phone Number

Senior Wealth Advisor at Keel Point at Keel Point
Location: Annapolis, Maryland, United States 6 work roles 2 schools
1 work email found @comcast.net 2 phones found area 443 and 804 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@comcast.net
Direct phone (443) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Keel Point
Role
Senior Wealth Advisor at Keel Point
Location
Annapolis, Maryland, United States
Company size
61 employees

Who is Steven O'Leary? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steven O'Leary is listed as Senior Wealth Advisor at Keel Point at Keel Point, a with 61 employees, based in Annapolis, Maryland, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 443, 804, and a matched LinkedIn profile for Steven O'Leary.

Steven O'Leary previously worked as Senior Wealth Advisor at Keel Point and Financial Planning Advisor at Valic Financial Advisors, Inc.. Steven O'Leary holds Bachelor Of Science, Aviation Mangement from Florida Institute Of Technology.

Company email context

Email format at Keel Point

This section adds company-level context without repeating Steven O'Leary's masked contact details.

soleary@comcast.net
76% confidence

AeroLeads found 1 current-domain work email signal for Steven O'Leary. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Steven O'Leary

Keel PointMy career began in financial services in 1993 with a national insurance and financial services firm. I developed an understanding of insurance and investments in order to blend the two creating a long-term foundation for family financial success. I believe that communicating the significance of changing financial markets, as well as helping clients navigate the rules of retirement and estate planning is key to the success of a well-constructed financial plan.

Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Series 63, and 26 others.

Current workplace

Steven O'Leary's current company

Company context helps verify the profile and gives searchers a useful next step.

Keel Point
Keel Point
Senior Wealth Advisor at Keel Point
huntsville, alabama, united states
Website
keelpoint.com
Employees
61
AeroLeads page
Company profile
View company profile Email format
6 roles · 26 years

Steven O'Leary work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Current
Keel Point

Annapolis, Maryland, United States

Nov 2022 - Present

Financial Planning Advisor

Valic Financial Advisors, Inc.

Annapolis, Md

Dec 2010 - Nov 2022

Partner

Sherwood Forest Capital Management
Jan 2009 - Jan 2012

Chairman

Chesterfield Airport Advisory Board
2001 - 2008 ~7 yrs
Team & coworkers

Colleagues at Keel Point

Other employees you can reach at keelpoint.com. View company contacts for 61 employees →

MC Michelle Cook Michelle Cook Colleague at Keel PointMobile, Alabama, United States View → VK Vanessa Kraus, Cfp® Vanessa Kraus, Cfp® Colleague at Keel PointWashington Dc-Baltimore Area, United States View → DB Demetria Braudaway Demetria Braudaway Colleague at Keel PointHuntsville, Alabama, United States View → KB Katie Blackwood Katie Blackwood Colleague at Keel PointHuntsville, Alabama, United States View → FR Fenn Reeder Fenn Reeder Colleague at Keel PointArlington, Virginia, United States View → MM Martha Maples Martha Maples Colleague at Keel PointHuntsville-Decatur-Albertville Area, United States View → CD Compliance Department Compliance Department Colleague at Keel PointVienna, Virginia, United States View → SS Steve South Steve South Colleague at Keel PointMonument, Colorado, United States View → KF Kyle Findlay, Cfp Kyle Findlay, Cfp Colleague at Keel PointHuntsville, Alabama, United States View → PD Parker Dean Parker Dean Colleague at Keel PointDenver, Colorado, United States View →
2 education records

Steven O'Leary education

Bachelor Of Science, Aviation Mangement

Florida Institute Of Technology

Activities and Societies: Airline Operators and Pilots Association (AOPA). AAAE Student Chapter (Florida Institute of Technology).

FAQ

Frequently asked questions about Steven O'Leary

Quick answers generated from the profile data available on this page.

What company does Steven O'Leary work for?

Steven O'Leary works for Keel Point.

What is Steven O'Leary's role at Keel Point?

Steven O'Leary is listed as Senior Wealth Advisor at Keel Point at Keel Point.

What is Steven O'Leary's email address?

AeroLeads has found 1 work email signal at @comcast.net for Steven O'Leary at Keel Point.

What is Steven O'Leary's phone number?

AeroLeads has found 2 phone signal(s) with area code 443, 804 for Steven O'Leary at Keel Point.

Where is Steven O'Leary based?

Steven O'Leary is based in Annapolis, Maryland, United States while working with Keel Point.

What companies has Steven O'Leary worked for?

Steven O'Leary has worked for Keel Point, Valic Financial Advisors, Inc., Sherwood Forest Capital Management, Morgan Stanley Smith Barney, and Chesterfield Airport Advisory Board.

Who are Steven O'Leary's colleagues at Keel Point?

Steven O'Leary's colleagues at Keel Point include Michelle Cook, Vanessa Kraus, Cfp®, Demetria Braudaway, Katie Blackwood, and Fenn Reeder.

How can I contact Steven O'Leary?

You can use AeroLeads to view verified contact signals for Steven O'Leary at Keel Point, including work email, phone, and LinkedIn data when available.

What schools did Steven O'Leary attend?

Steven O'Leary holds Bachelor Of Science, Aviation Mangement from Florida Institute Of Technology.

What skills is Steven O'Leary known for?

Steven O'Leary is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners, Fixed Income, Insurance, and Retirement Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Steven O'Leary you were looking for.

View similar profiles