Contact Information
Company Information
Industry
financial services
Annual Revenue
17175000.0
Professional Summary
Sandra Stephens serves as CFO/COO at Keel Point, LLC. Keel Point, LLC operates in the financial services sector with approximately 83.0 employees. The company is headquartered in Decatur, Alabama. Keel Point, LLC generates annual revenue of 17175000.0.
Industry & Role Insights
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MessageCEO tracks 11,960 executives in the financial services sector.
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We have verified contacts for 2 executives at Keel Point, LLC.
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583 executive contacts are available in Alabama.
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Our database includes 201,469 c suite-level executives.
Technologies
NetSuite
DNS Made Easy
Outlook
Microsoft Office 365
Keywords
wealth management
family wealth advisors
investment management
institutional services
personal wealth management
financial planning
family office services
asset management
401(k) services
retirement planning
tax planning
estate planning
philanthropic services
investment analysis
portfolio management
financial strategy
dedicated financial team
customized investment solutions
multi-generational wealth
cash flow management
client engagement
risk analysis
client portals
market insights
investment bulletins
strategic wealth planning
holistic wealth management
generational wealth transfer
financial guidance
collaborative wealth strategies
innovative investment products
wealth design
trust administration services
client relationship management
economic insights
professional financial advisory
long-term financial goals
personalized client services
financial transparency
client-centric solutions
investment research
financial advisory services
tactical investment strategies
retirement solutions
alternative investments
due diligence services
risk management solutions
succession planning
client experience management
customized financial solutions
financial services
law practice
legal services
Related Executives
Outreach Guidance — financial services Sector
Financial services executives like Sandra Stephens prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.
Sandra Stephens's Position in the MessageCEO Database
- •Sandra Stephens is 1 of 2 verified executive contacts we track at Keel Point, LLC.
- •11,735 verified executive contacts in financial services are in the MessageCEO database.
- •535 verified executive contacts in Alabama are in the database.
- •55 verified contacts work at financial services companies in the 83.0 employee range (same size as Keel Point, LLC).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated May 2026.
Frequently Asked Questions
How do I reach Sandra Stephens directly?
Sandra Stephens's verified email address is available to MessageCEO Pro subscribers. They currently serve as CFO/COO at Keel Point, LLC. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Sandra Stephens work for?
Sandra Stephens is CFO/COO at Keel Point, LLC, a company in the financial services sector with 83.0 employees. The company is based in Decatur, Alabama.
Can I pitch or sell to Sandra Stephens?
As CFO/COO at Keel Point, LLC, Sandra Stephens is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Sandra Stephens directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Sandra Stephens in?
Sandra Stephens works in the financial services industry as CFO/COO at Keel Point, LLC. MessageCEO provides verified contact information for executives across all major industries.
Is Sandra Stephens's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Sandra Stephens's profile is kept up-to-date with the latest available information.
Last updated: May 25, 2026
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