Brentwood, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,240,736,882
ClientsTotal clients
1,560
AdvisorsAdvisors at this office
3
Of 48 advisors across 11 offices
Location
7000 Executive Center Drive, Suite 100
Brentwood TN 37027
Advisors at this office
3
Advisors at this office
Beverly B
Series 65, Series 63
Brentwood, TN
Keel Point, LlC
Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Keel Point since 2016, following a year at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.
Leroy B
Series 63, Series 65
Brentwood, TN
Keel Point, LlC
Leroy Bizzell is a financial advisor at Keel Point, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point since 2016, following six years at Wfg Investments, Inc. Outside of his advisory role, he serves on the finance team at Christ Community Church in Franklin, TN, where he participates in monthly financial reviews. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, and retirement plans, offering portfolio management, financial planning, and family office services. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling across multiple program platforms.
Joshua F
Series 66
Brentwood, TN
Keel Point, LlC
Joshua Floyd Sr. is a financial advisor at Keel Point, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked in health insurance and life insurance, maintaining a residual income from prior policies while transitioning fully to his advisory role. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutions, and corporations. The firm employs a team-based, fundamental and quantitative approach to portfolio management and offers a range of services including discretionary and non-discretionary management, financial planning, and corporate retirement consulting.
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