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Joel T. Redmond


Joel T. Redmond Biopic

About Joel T. Redmond

As a Consulting Director for Key Family Wealth’s Business Advisory Services unit, Joel T. Redmond is responsible for collaborating with KPB’s field and Family Wealth teams to serve the transition advisory needs of private business owners in their pre-transition, mid-transition, and post-transaction phases. He also works closely with the KFW team on serving the wealth advisory needs of UHNW clients nationwide.

Prior to joining Key, Joel served as a financial consultant for Wells Fargo Advisors, where he advised individual and institutional clients on financial planning and investment strategy.

Joel earned a BA in English and General Literature from Binghamton University. He is a Certified Financial Planner® certificant, a Chartered Financial Analyst accredited in business valuation by the AICPA, and an IRS Enrolled Agent. He is a director and past President of the CFA Society of Rochester, a CFP Board Ambassador, an award-winning blogger, and the author of multiple finance publications.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

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 or tax planning 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