Providing wealth management solutions in Naples

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 Naples.


Our Naples 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.

Professional Expertise

Our team of financial professionals works together to provide all of your financial needs:

  • Investment management
  • Financial planning
  • Insurance management
  • Tailored financing
  • Estate planning
  • Trust
  • Credit and banking
  • Personalized attention on transactions

Meet Your Naples Financial Professionals

Our financial professionals, on average, have more than 25 years of experience, and offer unbiased advice and expertise.

Fran O'Rourke

  • Regional Executive Key Private Bank

Joseph D. Stone III, CIMA, CFP®, CTFA

  • Regional Director & Investment Consultant, SVP

Natalie M. Alvarez

  • Associate Team Lead – Florida Market

Renee Porter-Medley, CFP®, CKA®, MPS-OD

  • Regional Planning Strategist

Brian Ostrowski CWS®

  • Relationship Manager

Amy Rohde, CFP®, CTFA

  • Senior Relationship Manager

Bradley D. Williams, CFP®

  • Senior Client Experience Manager
Map of Naples Florida

Our Locations

Offering you the same high level of service you've come to expect from Key Private Bank.

Naples
3777 Tamiami Trail North
Suite 100
Naples, FL 34103

#1

Best Multi-Family Office and Best Fiduciary/Trustee Service – 2022 PAM Awards

200 years

KeyCorp is nearly 200 years old and one of the largest bank-based financial institutions in the US

$45.9 billion

The amount of assets under management at Key Private Bank*
*

As of  6/30/22

Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KeyBank does not provide legal advice.