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Jeffrey Hannett


Jeffrey Hannett Biopic

About Jeffrey Hannett

As a Private Client Advisor with Key Private Client, Jeffrey is a CFP® professional with more than 11 years of financial services experience, helping individuals and families build, preserve, and transfer wealth through customized financial strategies tailored to their unique goals and values.

Jeffrey specializes in comprehensive wealth management, with a focus on wealth accumulation and preservation, retirement planning, strategic asset allocation, and risk management. He partners closely with local KeyBank branches, Key Private Client offices, and a network of national specialists to deliver tailored solutions designed to address each client's unique financial objectives and complex needs. By combining deep industry knowledge, market insights, and a disciplined planning approach, Jeffrey develops personalized strategies aligned with his clients' goals, values, and long-term vision. He is committed to providing proactive guidance and timely perspectives, helping clients navigate evolving market conditions and make informed financial decisions with confidence.

Jeffrey has more than 11 years of financial services experience. Jeffrey also holds a Master of Science in Financial Planning (M.S.), CFP®, CWS® and AWMA®, CRPC®, MPAS®, SE-AWMA®. 

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 .

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

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.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

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