Milford, NH Office

Jonathan Edwards is a financial advisor at Keel Point, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Edwards has been with Keel Point since 2023 and has a concurrent affiliation with Granite Financial Partners since 2014. Outside of his advisory role, he is involved in insurance and legal businesses and has interests ranging from insurance agencies to environmental organizations and a rare coins business. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process combining fundamental research with quantitative modeling to construct asset allocations and offers a range of portfolio management and financial planning services.

Timothy Mullin is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Wingate Wealth Advisors, LLC and Fidelity Brokerage Services LLC. 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 investment approach combining fundamental and quantitative analysis to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services across various asset classes.