Steven O'Leary

Steven O'Leary Email and Phone Number

Senior Wealth Advisor at Keel Point @ Keel Point
huntsville, alabama, united states
Steven O'Leary's Location
Annapolis, Maryland, United States, United States
Steven O'Leary's Contact Details

Steven O'Leary work email

Steven O'Leary personal email

n/a

Steven O'Leary phone numbers

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.

Steven O'Leary's Current Company Details
Keel Point

Keel Point

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Senior Wealth Advisor at Keel Point
huntsville, alabama, united states
Website:
keelpoint.com
Employees:
61
Steven O'Leary Work Experience Details
  • Keel Point
    Senior Wealth Advisor
    Keel Point Nov 2022 - Present
    Annapolis, Maryland, United States
    View
  • Valic Financial Advisors, Inc.
    Financial Planning Advisor
    Valic Financial Advisors, Inc. Dec 2010 - Nov 2022
    Annapolis, Md
  • Sherwood Forest Capital Management
    Partner
    Sherwood Forest Capital Management Jan 2009 - Jan 2012
  • Morgan Stanley Smith Barney
    Vice President - Investment Advisor
    Morgan Stanley Smith Barney Jul 2002 - Dec 2008
    View
  • Chesterfield Airport Advisory Board
    Chairman
    Chesterfield Airport Advisory Board 2001 - 2008
  • Scott & Stringfellow
    Assistant Vice President - Investments
    Scott & Stringfellow Oct 1997 - Jul 2002
    View

Steven O'Leary Skills

Alternative Investments Estate Planning Financial Advisory Series 63 Financial Planners Fixed Income Insurance Retirement Planning Financial Planning Sweep And Scull Rowing Iras Investments Single Engine Land Insturment Rated Private Pilot Finance 401k Investment Advisory Asset Allocation Financial Services Wealth Management Equities Mutual Funds Strategic Financial Planning Finra Investment Strategies Management Term Life Insurance Retirement Series 7 Securities

Steven O'Leary Education Details

Frequently Asked Questions about Steven O'Leary

What company does Steven O'Leary work for?

Steven O'Leary works for Keel Point

What is Steven O'Leary's role at the current company?

Steven O'Leary's current role is Senior Wealth Advisor at Keel Point.

What is Steven O'Leary's email address?

Steven O'Leary's email address is sr****@****ast.net

What is Steven O'Leary's direct phone number?

Steven O'Leary's direct phone number is 1-443-949*****

What schools did Steven O'Leary attend?

Steven O'Leary attended Florida Institute Of Technology, University Of San Diego.

What skills is Steven O'Leary known for?

Steven O'Leary has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners, Fixed Income, Insurance, Retirement Planning, Financial Planning, Sweep And Scull Rowing, Iras, Investments.

Who are Steven O'Leary's colleagues?

Steven O'Leary's colleagues are Kyle Findlay, Cfp, Lauren Peart, Jason Blount, Laura Fuenzalida, Leroy Bizzell, Crpc®, Seth Neis, Thomas O'brien.

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