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Your Financial Team

Reach your goals with Key Wealth’s specialized teams.

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. Each team member has the deep knowledge and experience to help navigate any challenge you might encounter, and even find new opportunities.

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

Relationship Manager
Coordinates all your wealth management activities in collaboration with your advisors, helps you define your goals, and connects you to our extensive resources. 

Wealth Planner
Creates a personalized wealth plan with manageable steps to help you meet your goals and ensures your plan continues to work for you, even as your needs change.

Portfolio Strategist
Advises you on investment strategies, works with you to create a customized portfolio, and facilitates regular investment reviews to ensure your portfolio aligns with your objectives and overall plan.

Fiduciary Strategist
Advises you on estate, trust, and charitable strategies to manage and grow your wealth, such as titling of assets and transferring wealth to the next generation.

Wealth Protection Strategist 
Provides quality, unbiased, third-party technical support around insurance planning, including policy advisement and risk management.

Credit and Mortgage Strategist
Advises you on the strategic use of credit as part of your financial plan, such as mortgage opportunities, unsecured loans, lines of credit, and other customized options.

Connect with a Key Wealth professional near you.

200

Years of KeyCorp, now one of the nation’s largest bank-based financial institutions.

#1

Private Banking Client Service — 2025 PAM Award.

$60+ billion

In assets under management with Key Wealth.*

*

As of April 2025

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 

Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.

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.

Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. 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.

KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank. Insurance offered by KIA is 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. KeyBank cannot require you to obtain insurance from a particular agency or with a particular insurer. Before purchasing a policy of insurance, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent of your choice, and your decision will not in any way affect KeyBank's credit decision. 

Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are non-bank affiliates of KeyBank National Association (KeyBank).

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