Sign On

Thomas Jarecki


Thomas Jarecki Biopic

About Thomas Jarecki

Tom Jarecki serves as the National Director of Wealth Planning at Key Wealth Management, where he is at the forefront of engagement, education, and delivery of comprehensive wealth planning strategies across the firm. In addition, he leads the Key Wealth Institute, producing insightful thought leadership articles and papers on wealth management topics. With a dedication to helping clients make well-informed financial decisions, Tom’s team emphasizes aligning wealth with intent and promoting improved financial outcomes.

Before his tenure at KeyBank, Tom held a significant role at JPMorgan Wealth Management as the head of Goals-Based Planning. His experience also includes advising families, business owners, and corporate executives at JPMorgan Private Bank. With more than two decades in the wealth management sector, Tom brings unparalleled expertise and insight.

Tom holds a BA degree in International Economics from DePaul University in Chicago, Illinois, and proudly earned his Certified Financial Planner (CFP®) designation in 2005. An active contributor to industry initiatives, he collaborates with the CFP® Board, firms and academic institutions.

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