Providing wealth management solutions in Palm Beach

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Financial Advice Where You Need It

At Key Private bank, we make it easy for you to continue a relationship with the financial advisors you know and trust, even when you're living in your home away from home. For those who spend part of the year in Florida, or plan to retire there, we offer full-service offices in Palm Beach.

Our Palm Beach offices are designed around your lifestyle. We have a full team of financial professionals ready to assist you with your wealth management. Whether you spend part of the year in Florida, plan to retire here, or you’re a permanent resident, we have the resources, expertise, and services available to maximize your wealth. You’ll find our services extend to every banking interaction — from our sit-down teller environment, where we can assist with cashing checks and making deposits, to developing complex estate plans.

Professional Expertise

Our team of financial professionals works together to provide all your financial needs:

  • Investment management**
  • Financial planning
  • Insurance management**
  • Tailored financing
  • Estate planning
  • Trust
  • Credit and banking
  • Personalized attention on transactions

Meet Your Palm Beach Gardens Financial Professionals

Our financial professionals, on average, have more than 25 years of experience, and offer unbiased advice and expertise.

Michael Schneider

  • Florida Market President

Joseph D. Stone III, CIMA, CFP®, CTFA

  • National Managing Director of Family Wealth Investments and Advice

Renee Porter-Medley, CFP®, CKA® MPS-OD

  • Regional Planning Strategist

Anthony Lourido, CFA

  • Senior Portfolio Strategist

Janet Shamblin, CTFA, AEP®

  • Senior Fiduciary Strategist

Tina M. Munroe

  • Associate Relationship Manager

Bradley D. Williams, CFP®

  • Senior Client Experience Manager
Map of Palm Beach Florida

Our Locations

Offering you the same high level of service you've come to expect from Key Private Bank.

Palm Beach
3507 Kyoto Gardens Drive
Suite 100
Palm Beach Gardens, FL 33410

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#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

**

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 affiliated with KeyBank National Association (KeyBank).

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