About Nancy Anderson
As a Regional Planning Director for Key Private Bank, Nancy Anderson advises clients on developing a personalized, comprehensive financial plan that creates a financial roadmap so they can make more informed, confident decisions.
Nancy is a highly experienced professional who works closely with the relationship team to understand a client’s personal situation and goals and develop an integrated, customized set of strategies to help achieve them. She is also well-versed in sophisticated planning strategies to help clients address complex issues. Nancy is a member of Key Private Bank’s Wealth Institute, which provides commentary and advice on current topics and issues that impact our clients’ wealth management planning. A nationally recognized expert in retirement planning, Nancy has penned a popular personal finance column on Forbes.com since 2012.
Prior to joining Key, Nancy served as Director of a national boutique financial advisory firm, providing retirement planning and tax advice for executives of Fortune 500 companies. In this role, she provided in-depth analysis of every aspect of the client’s financial situation and customized recommendations designed to help each client attain their financial goals in the most efficient manner possible. She has provided guidance and advice to high-net-worth clients since 2001. Nancy is a Certified Financial Planner (CFP®) and has a Bachelor's degree from the University of California, Davis. She is a member of United Way’s Women United Organization and the Utah Financial Planning Association.