Family Office Coordination
Charitable Gifting Strategies
Scott Zodin is the Founder of Keel Wealth Management, LLC, and has been an investment advisory professional since October 1987. He has worked as a financial advisor, producing branch manager, and Registered Investment Advisor. Scott holds a Bachelor’s Of Business Administration Degree From The University of Texas at Austin, and a Masters Of Science Degree in Science and Technology Commercialization from The Red Mccomb’s School of Business, also at The University Of Texas. He serves on the board of local start-up that is based on intellectual property licensed from The University of Texas at Austin. Scott has been married to his wife Lisa for 28 years, and they have two grown daughters living and working in Houston. In addition to professional and academic designations, Scott is a commercial rated airplane pilot. He is a volunteer buddy at Helping Hand Home for Children in Austin, TX. In February of 2018, Scott became classified as a FINRA, Non-Public Arbitor, and will assist in the resolution disputes between FINRA member firms and its customers.
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Austin, TX 78703
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Keel Wealth Management, LLC at 512-368-4666. Please read the prospectus carefully before investing.
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value