Steven O'Leary
Senior Wealth Advisor at Keel Point- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Annapolis, Maryland, United States, US
Languages
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English -
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Experience
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Keel Point
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor
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Nov 2022 - Present
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VALIC Financial Advisors, Inc.
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Annapolis, MD
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Financial Planning Advisor
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Dec 2010 - Nov 2022
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Partner
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Jan 2009 - Jan 2012
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Vice President - Investment Advisor
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Jul 2002 - Dec 2008
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Chairman
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2001 - 2008
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Scott & Stringfellow
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United States
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Financial Services
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1 - 100 Employee
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Assistant Vice President - Investments
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Oct 1997 - Jul 2002
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Education
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1986 - 1989
Florida Institute of Technology
Bachelor of Science, Aviation Mangement -
1977 - 1980
University of San Diego
Associate of Arts, Business Administration
Community
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