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.