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Position
Director
Company
Keel Point
HuntsvilleFinancial ServicesFinanceLendingFamilyDescription
Joe Moore has been appointed as the Chief Wealth Officer of Keel Point, LLC's Family Office business, based in Tysons, VA. He will be responsible for leading the firm’s Family Office business and bringing expertise in estate and income tax optimization, generational wealth transfers, family business succession planning, and philanthropic strategies.
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