The Alliance of M&A Advisors is proud to feature this list of experts of all types:
As a Senior Family Wealth Relationship Manager for Key Private Bank, I deliver integrated wealth strategies and forward-thinking, objective advice to our high net-worth clients focusing on business owners and executives and their families.
With 20 years of financial services experience, I will guide you through the wealth management process, coordinating all of the complex pieces for you in a simple, accessible way. After I help you define your goals and priorities, I consult with Key Private Bank's team of experts in the areas of investment management, trust and estate planning, credit, and risk management to recommend solutions that address your unique situation. I then work with the team to closely monitor your plan on contact you as new opportunities to grow and preserve your wealth are recognized.