Providing wealth management solutions in Fort MyersSchedule an Appointment
Financial Advice Where You Need It
At Key Private bank, we make it easy for you to continue a relationship with the financial advisors you know and trust, even when you're living in your home away from home. For those who spend part of the year in Florida, or plan to retire there, we offer full-service offices in Fort Myers.
Our Fort Myers offices are designed around your lifestyle. We have a full team of financial professionals ready to assist you with your wealth management. Whether you spend part of the year in Florida, plan to retire here, or you’re a permanent resident, we have the resources, expertise and services available to maximize your wealth. You’ll find our services extend to every banking interaction – from our sit-down teller environment, where we can assist with cashing checks and making deposits, to developing complex estate plans.
Our team of financial professionals works together to provide all of your financial needs:
- Investment management
- Financial planning
- Insurance management
- Tailored financing
- Estate planning
- Credit and banking
- Personalized attention on transactions
Meet Your Fort Myers Financial Professionals
Our financial professionals, on average, have more than 25 years of experience, and offer unbiased advice and expertise.
Joseph D. Stone III, CIMA, CFP®, CTFAContact Information Job Title
- Regional Director & Investment Consultant, SVP
Renee Porter-Medley, CFP®, CKA®, MPS-ODContact Information Job Title
- Client Experience Manager
Offering you the same high level of service you've come to expect from Key Private Bank.
12830 University Drive
Fort Myers, FL 33907