Thomas O'Connor, Cfp®
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Thomas O'Connor, Cfp® Email & Phone Number

Senior Wealth Advisor at Keel Point, LLC at Keel Point, LLC
Location: Huntsville-Decatur-Albertville Area, United States 2 work roles 1 school
2 work emails found @keelpoint.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email t****@keelpoint.com
LinkedIn Profile matched
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Current company
Role
Senior Wealth Advisor at Keel Point, LLC
Location
Huntsville-Decatur-Albertville Area, United States
Company size

Who is Thomas O'Connor, Cfp®? Overview

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Quick answer

Thomas O'Connor, Cfp® is listed as Senior Wealth Advisor at Keel Point, LLC at Keel Point, LLC, a with 61 employees, based in Huntsville-Decatur-Albertville Area, United States. AeroLeads shows a work email signal at keelpoint.com and a matched LinkedIn profile for Thomas O'Connor, Cfp®.

Thomas O'Connor, Cfp® previously worked as Senior Wealth Advisor at Keel Point, Llc and Commercial / Property & Casualty Producer at J. Smith Lanier & Co.. Thomas O'Connor, Cfp® holds Bachelor Of Science, College Of Business from Auburn University.

Company email context

Email format at Keel Point, LLC

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*@keelpoint.com
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AeroLeads found 2 current-domain work email signals for Thomas O'Connor, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Thomas O'Connor, Cfp®

My purpose is to guide families and individuals on their journey to financial freedom and success. Finances can be burdensome, but it is our role to help you plan ahead and steward your wealth ensuring it is a blessing to your family and others. I leverage Keel Point’s proven process and collaborative culture to craft and communicate a comprehensive financial plan that provides clarity, peace of mind, and empowers you to invest your life in what is most important to you. My team’s priority and commitment is to serve each client with excellence and strive to make every experience a positive one. I’ve called Huntsville home for many years and it’s the hometown of my wife, Kelly, where we have two growing and active children. Developing connection points within the community and discovering opportunities to serve are priorities for me.

Listed skills include Strategic Financial Planning, Retirement Planning, 401K, Investments, and 7 others.

Current workplace

Thomas O'Connor, Cfp®'s current company

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Keel Point, LLC
Keel Point, Llc
Senior Wealth Advisor at Keel Point, LLC
huntsville, alabama, united states
Website
Employees
61
AeroLeads page
2 roles

Thomas O'Connor, Cfp® work experience

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

Senior Wealth Advisor

Current

Huntsville, Alabama Area

Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Investment Advisory Services are offered by Keel Point, LLC an affiliate of Keel Point Capital. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via LinkedIn or its messaging systems. Keel Point is not responsible for content posted by third-parties. This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Keel Point does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. Any profiles and associated content are for U.S. residents only Keel Point and its affiliates do not provide tax, accounting, regulatory, or legal advice to its clients. The views and opinions expressed on this website do not necessarily reflect those of Keel Point. Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Aug 2011 - Present

Commercial / Property & Casualty Producer

J. Smith Lanier & Co.

As a producer and an Associate in Risk Management (ARM), I handled the Property and Liability insurance and Risk Management needs for businesses.

Jun 2009 - Sep 2011
Team & coworkers

Colleagues at Keel Point, LLC

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

1 education record

Thomas O'Connor, Cfp® education

FAQ

Frequently asked questions about Thomas O'Connor, Cfp®

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

What company does Thomas O'Connor, Cfp® work for?

Thomas O'Connor, Cfp® works for Keel Point, LLC.

What is Thomas O'Connor, Cfp®'s role at Keel Point, LLC?

Thomas O'Connor, Cfp® is listed as Senior Wealth Advisor at Keel Point, LLC at Keel Point, LLC.

What is Thomas O'Connor, Cfp®'s email address?

AeroLeads has found 2 work email signals at @keelpoint.com for Thomas O'Connor, Cfp® at Keel Point, LLC.

Where is Thomas O'Connor, Cfp® based?

Thomas O'Connor, Cfp® is based in Huntsville-Decatur-Albertville Area, United States while working with Keel Point, LLC.

What companies has Thomas O'Connor, Cfp® worked for?

Thomas O'Connor, Cfp® has worked for Keel Point, Llc and J. Smith Lanier & Co..

Who are Thomas O'Connor, Cfp®'s colleagues at Keel Point, LLC?

Thomas O'Connor, Cfp®'s colleagues at Keel Point, LLC include Leroy Bizzell, Crpc®, Laura Fuenzalida, Steve South, Amanda Ahmed, and Demetria Braudaway.

How can I contact Thomas O'Connor, Cfp®?

You can use AeroLeads to view verified contact signals for Thomas O'Connor, Cfp® at Keel Point, LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas O'Connor, Cfp® attend?

Thomas O'Connor, Cfp® holds Bachelor Of Science, College Of Business from Auburn University.

What skills is Thomas O'Connor, Cfp® known for?

Thomas O'Connor, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, 401K, Investments, College Savings Plans, Portfolio Management, Estate Planning, and Financial Planning.

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