About Paul B. Kieffer
As a Senior Wealth Planner for Key Private Bank, Paul focuses on ensuring his clients’ wealth management plans are carried through to meet their unique financial objectives and grow and preserve wealth.
Paul most recently served as a Regional Planning Strategist for Key Private Bank. Prior to joining Key, Paul was the director of Wealth Planning at Wilmington Trust and was responsible for the delivery of planning services and the planning platform including scalable advice-oriented solutions, thought leadership and direct planning where appropriate. Paul contributed to thought leadership and solutions to the Corporate Executive Practice Group, including direct planning for Corporate Executives. Prior to joining M&T Bank, which acquired Wilmington Trust in 2011, Paul was a tax manager with a CPA firm.
He holds an MBA from SUNY Buffalo and completed their Graduate Tax program. Paul is a Certified Public Accountant and a Chartered Global Management Accountant and has the Certified Financial Planner™, Personal Financial Specialist, Certified Life Underwriter, Retirement Income Certified Professional®, Certified Advisor in Philanthropy, Chartered Advisor in Senior Living, Chartered Financial Consultant and Certified Retirement Counselor designations. Paul instructed courses in the Certified Financial Planner Program as an adjunct faculty member of Canisius College in Buffalo New York. He is currently the Treasurer and member of the Board of Directors for Musicalfare Theater in Amherst New York. Previously he served on the Board of Directors and as the Treasurer of the Make-A-Wish Foundation of Western New York and BNSME. Paul is a member of the FPA, AICPA and NYSSCPA’s.
