Expertise in Florida
Supporting your financial — and life — goals.
Where do you want your wealth to take you? Does part of your plan include spending time in Florida? With sunny climes, plentiful housing, and a favorable tax structure, the Sunshine State has many draws. Whether you're a snowbird in Florida or count it as your permanent home, you’ll experience the same high level of professional care you’ve come to expect from us, along with a few extras.
We connect with your financial team, including those in other states, to provide you with solutions to meet your goals. Whether you’re considering becoming a permanent resident, or you need advice on real estate and tax planning, we’ll work with you to develop a solid financial plan. A plan that will help you reach your retirement goals, along with any others, such as leaving a legacy.
Our focus is to help you live the life you want, where you want.
#1
Private Banking Client Service — 2024 PAM Award
200 years and counting
KeyCorp is nearly 200 years old and one of the largest bank-based financial institutions in the U.S.
$50+ billion
The amount of assets under management at Key Private Bank*
*
As of 7/18/24
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).
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.
Services provided by KeyBank, KIS and/or KIA should not be used in substitution for independent and personal tax advice. KeyBank, KIS and/or KIA do not provide legal advice. Individuals should consult their personal tax and/or legal advisor concerning their particular situation.
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.
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.
To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Form ADV Part 2A Appendix 1, KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
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.
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.
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY