Your guides are experts in this field.
Every financial path differs, goals shift, opportunities arise. With Key Private Bank, your trusted resources are your advisors, experts who ensure that at each step, you have the knowledge and guidance you need to chart your course with confidence.
Meet Our Wealth Institute Experts
Anne Marie Levin, J.D., LL.M, HDP™Contact Information Job Title
Director of Family Wealth Consulting
National Practice Leader for Family Wealth Legacy Planning Services
- Expertise: Legacy planning, estate planning, tax strategy
Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®Contact Information Job Title
Senior Financial Planner
- Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy
Jeffrey T. Getty, JD, MS(tax), CFP, AEPContact Information Job Title
Managing Director of Family Wealth Consulting
- Expertise: tax planning, transactional tax, business sale and valuation, business consulting, alternative risk management practices, philanthropy
Ian C. Humphrey, JD, MS Tax, CFP®Contact Information Job Title
Regional Planning Strategist
- Expertise: High-net-worth financial planning, tax planning and strategy, entity structure strategy, business succession, trust and estate planning, charitable giving strategies, risk management