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.