Your Team

On a journey that's bound to include the unexpected, it helps to have guides along the way. And not just one, but a team. That’s why Key Private Bank makes sure you have a team of wealth professionals. Each of them has the deep knowledge and experience to navigate any challenge you might encounter and find new opportunities. Your team will provide advice to help you identify your goals and they’ll map out the best path to reach them. Plus, you’ll have Key Wealth Direction®, a personalized online portal that makes it easy for you to collaborate with us anytime, anywhere

kpb team wheel

When you work with Key Private Bank, your team will include a:

Relationship Manager

Your Relationship Manager coordinates all your wealth management activities. They collaborate with your other advisors, help you define your goals and objectives, and connect you to our extensive resources. In short, they manage the overall development and implementation of your total wealth plan, and keep you informed along the way.

Wealth Advisor

Your Wealth Advisor works with you to develop an initial overall strategy that’s aligned with your priorities and objectives. They coordinate with your Financial Planner to develop recommendations, and work with your whole financial team to implement your plan.

Client Experience Manager

Your Client Experience Manager ensures your wealth management plans are carried through to meet your financial objectives. Working closely with your Relationship Manager, your Client Experience Manager coordinates your strategy implementation with the whole team, and ensures you have all the tools and information you need to track of your finances and make informed decisions.

Portfolio Strategist

Your Portfolio Strategist proactively advises you on investment strategies and the integration of investment advice into your overall wealth management plan.

Your Portfolio Strategist will work with you to create a customized portfolio to optimize tax strategies, generate appropriate income and maintain your desired level of risk. He or she will facilitate regular investment reviews to ensure your portfolio aligns with your objectives and overall financial plan.

Fiduciary Strategist

Your Fiduciary Strategist proactively advises you on sophisticated estate, trust and charitable strategies to manage and grow your wealth. They can also provide a review of your current estate documents, help craft an effective estate plan and advise you in important areas, such as titling of assets, gifting strategies and transfer of wealth to the next generation.

Insurance Strategist

Your Insurance Strategist provides quality, unbiased, third-party technical support around insurance planning. They are responsible for guiding and coordinating risk management, the insurance decision-making process, alignment of insurance policies to support your financial plan, and the strategic selection of policies that offer the best value for you and your family.

Credit and Mortgage Strategist

Your Credit and Mortgage Strategist provides best practices and advice for leveraging strategic use of credit as part of your financial plan. They evaluate a variety of credit solutions including mortgage opportunities, unsecured loans, lines of credit, and a host of other customized opportunities—collaborating with your advisory team to craft financing options specific to your goals.

Couple working on a tablet smiling

See Your Real Financial Picture, Virtually

Reaching your goals through a personalized, digital roadmap

Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your wealth plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.

The personalized platform features:

  • A consolidated view of all your accounts, including those held at other institutions
  • Interactive charts and detailed views of your investments
  • Tools to track spending
  • A secure online vault where you can safely store important documents

#1

Private Wealth Manager for Client Service – 2020 PAM Award

190 years

KeyCorp is 190 years old and one of the largest bank-based financial institutions in the US

$47.7 billion

The amount of assets under management at Key Private Bank*

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

All credit products are subject to credit approval.

Investment products are:

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

As of 11/16/2020.

**

Insurance products are offered through KeyCorp Insurance Agency USA Inc. (KIA). Variable insurance products are securities and are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. KIA and KIS are affiliated with KeyBank.

Insurance products and securities made available through KIA and KIS are:

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

Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. When you buy insurance, you are dealing with a licensed agency, not KeyBank. Before purchasing an insurance policy, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent or insurer of your choice and your decision will not in any way affect KeyBank’s credit decision. KIA, KIS and KeyBank are separate entities, and when you buy or sell insurance products and/or securities you are doing business with KIA and/or KIS, and not KeyBank. KIA, KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.

Key Private Bank Wealth Protection Strategists are not fiduciaries. As such, they are compensated based on insurance product sales.