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Nancy Anderson


Nancy Anderson Biopic

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.

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