Advisor at Keel Point, LLC — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 7
Experience Industry experience
14 years
Location
Huntsville, AL 35801
Keel Point, LLC
Multi-team
I've built a Financial Advisory Practice because I love having meaningful conversations with families about what matters most to them. For me, financial planning is about much more than money—it’s about helping people use their resources wisely to build the best life possible for themselves and the people they love.
Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP).
He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose.
Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness.
Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.
Based on Keel Point, LLC
1% average (depending on Assets)
Huntsville, AL
100 Church Street, Suite 500
Huntsville AL 35801
Advisors at this office
23
Alabama · Florida · Texas
14 years of industry experience
Keel Point Capital, LLC
2015 - Present • 11 years
Huntsville, AL
Keel Point, LLC
2015 - Present • 11 years
Huntsville, AL
Morgan Stanley
2013 - 2015 • 2 years
Huntsville, AL
Wells Fargo Advisors, LLc
2011 - 2013 • 2 years
Huntsville, AL
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