Keel Wealth Management
Founder
Merrill Lynch Jan 2011 - Nov 2016
Senior Vice President, Senior Financial Advisor - Wealth Management
Texas Crop Science Jan 2011 - Nov 2016
Board Member, Co-Founder
Legg Mason Citi Smith Barney Morgan Stanley Smith Barney 2001 - 2011
Senior Vice President
Morgan Keegan & Company 1995 - 2001
Senior Vice President
Education:
The University of Texas at Austin 2000 - 2001
Master of Science, Masters
The University of Texas at Austin 1981 - 1986
Bachelors, Business Administration, Marketing
Skills:
Municipal Bonds Equities Managed Money Private Banking Insurance Loans Finance Fixed Income Financial Risk Wealth Management Investments Portfolio Management Mutual Funds Retirement Planning Capital Markets Financial Modeling Bonds Wealth Investment Advisory Public Speaking Financial Analysis Financial Advisory
Interests:
Social Services Fly Fishing Children Usta Aopa General Aviation Golf
Name / Title
Company / Classification
Phones & Addresses
Scott Zodin Manager
A Great Bonanza, LLC Eating Place · Nonclassifiable Establishments