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Your Financial Team

Reach your goals with Key Wealth’s specialized teams.

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To develop your comprehensive financial roadmap, Key Wealth brings tailored advice and solutions from several teams: Key Investment Services, Key Private Client, Key Private Bank, and Key Family Wealth. No matter which Key Wealth services you use, you’ll have access to a dedicated team of financial professionals — assembled based on your needs. 

Key Wealth Services

Key Investment Services
Industry-licensed, experienced, accessible financial advisors with a wide range of wealth management tools and resources.

Key Private Client
Key Wealth’s personalized investment services plus a wide range of exclusive, premium banking resources from KeyBank.

Key Private Bank
Comprehensive financial health management, from investment management and trust administration to customized credit solutions and private banking services.

Key Family Wealth
Unparalleled estate planning, business advisement, private foundation management, and tax planning to help families grow, retain, and protect wealth across generations. 

Your Team Members

Wealth Planner
Experienced CFP® professional, specialized in developing and implementing a customized financial plan to meet your family’s long- and short-term goals.

Portfolio Strategist
Responsible for designing and implementing investment strategies, working with our Chief Investment Office to analyze market trends and optimize portfolios to align with clients’ financial goals.

Estate Planning Advisor
Provides sophisticated estate planning strategies, including trusts, tax optimization, and wealth transfer solutions. By collaborating with Wealth Planners and fiduciary experts, they deliver personalized guidance that preserves legacies, minimizes risk, and strengthens multi-generational relationships.

Wealth Protection Strategist 
Develops strategies focused on risk mitigation and asset preservation, leveraging insurance solutions to safeguard clients’ wealth and ensure their financial security.

Credit and Mortgage Solutions
Through Key Private Bank, Relationship Managers offer a range of traditional, custom deposit, and credit solutions.

Fiduciary Strategist
Provides expert guidance on trust and estate planning, ensuring compliance with fiduciary standards and aligning strategies with clients’ legacy goals.

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We'll listen first — then build your wealth and track your progress together.

Key Wealth, Key Private Client, Key Private Bank, Key Family Wealth, and KeyBank Institutional Advisors are brand names used by KeyBank National Association (KeyBank). Key Wealth and Key Private Client are also brand names used by Key Investment Services LLC  (KIS), member FINRA/SIPC and SEC-registered investment advisor.

Trust and certain investment management services are offered through KeyBank, a national bank with fiduciary powers. Brokerage and certain investment advisory services are offered through KIS. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA) and underwritten by third party insurance carriers not affiliated with KIS. KBNA, KIS, and KIA are affiliates under the common control of KeyCorp. To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Disclosure page. Check the background of KIS on FINRA's BrokerCheck.

There are important differences between banking, brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.

KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services.

KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investing involves risk, including potential loss of principal amount invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.

Wealth Protection Strategists are not fiduciaries, as such, they are compensated based on insurance product sales.

Non-Deposit products are:

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