At Key Private Bank, our highly personalized approach to addressing wealth management issues simplifies your life. Access to a team of experts ensures your complex issues are analyzed from many perspectives, and our recommendations to you are the best solutions for your unique situation.
The professionals on our teams are accessible, friendly and reliable. We are expert listeners, know what questions to ask, and bring new ideas to you. Clients tell us they appreciate our approach, delivering customized advice rather than pushing product sales.
A Commitment to Service: Meet Scott, Tony and Tim
The process of retiring nearly always begins with a long-term financial plan. But today’s business environment often requires coordinating legal, insurance, accounting, tax and banking services to develop the complex solutions that enable retirees to reach their goals.
A Key Private Bank team in Florida – Scott Altschul, Investment Solutions Specialist, Tony Lourido, Portfolio Manager, and Tim Peters, Relationship Manager – helps individuals and families develop comprehensive, customized solutions to reach their financial planning and retirement goals.
“Retirement is a process, involving a series of steps for a successful transition,” says Tony. “Our local team gets to know our clients by learning about their goals and dreams – and what keeps them up at night. Then our team of highly credentialed professionals develops an effective plan to help them reach their goals while addressing their financial concerns.”
In addition to professionals and business owners, the team serves many Key clients who are from up north and spend their winters in Florida, often referred to as “snowbirds.”
“Our clients who are ‘snowbirds’ appreciate that Key Private Bank’s processes are consistent throughout the country and that they receive the same high level of service here in Florida as they do in their home state,” says Scott. “This can be especially beneficial if and when these clients consider becoming Florida residents, which may offer them significant tax advantages.”
Along with Scott, Tony and Tim, the team includes a trust officer, credit officer, and access to a national team of wealth planning experts. Business owner clients can also access business advisory services.
“Our team’s approach to comprehensive wealth management greatly reduces the clients’ burden of coordinating the host of professional services needed in today’s business environment,” says Tim. “Whether we’re working with the client’s CPA and attorney or drawing on the strong professional relationships our team has developed, our goal is to create customized plans that help our clients realize their dreams in an environment that’s as stress-free as possible.”
“Our goal is to offer clients value and a great experience no matter where they live,” says Scott. “Our clients aren’t just hiring a person; they are hiring a team.”
Key Private Bank is part of KeyBank National Association.
Bank and trust products are provided by KeyBank National Association, Member FDIC and Equal Housing Lender.
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 give legal advice.