About My Practice
A holistic and objective approach
Managing wealth for yourself and your family can be a highly complex process. Your Key Private Bank Team will help guide you with a holistic planning-based approach. We provide tailored advice and bring a broad array of solutions to the table.
We understand the issues that every life stage brings to your wealth plan, and we have the expertise to help you through each stage.
- Create and grow wealth using a disciplined investment strategy and private banking capabilities, guided by your customized financial plan
- Protect and preserve wealth through comprehensive asset protection, retirement, insurance and tax planning solutions
- Transition wealth through effectively managing distributions while living in retirement, business succession planning and estate planning solutions
Our focus on client care
Because we operate under a fiduciary standard of care, our primary purpose is to act in the best interests of our clients at all times. Objectivity and a client-centric focus is inherent in everything we do, from the advice we give and strategies we recommend to our product-neutral compensation structure
Our Heritage: A Century of Trust
Key Private Bank has served multiple generations of families and individuals like you. Our perspective on wealth management is rooted in a more than century long heritage in banking, trust and investment expertise.
Renee has over 25 years of experience helping clients develop effective strategies to reach their financial and life goals. She identifies opportunities, gathers information, evaluates solutions, develops and explains recommendations and assists with their implementation. Renee works closely with your other Key Private Bank specialists including investment and estate planning experts whose efforts are coordinated by your Key Private Bank Relationship Manager.
Renee has developed a specialization in planning for retirement which includes identifying sustainable retirement income. In addition, Renee is an experienced educator of individuals and groups. She has developed and presented several programs including the Savvy Women's Advice Network (SWAN) discussion group topics, the Managing Your Money seminar series and Prepared for the Future a retirement planning workshop. Renee is co-author of the book Financial Fables Seven Tales to Transform Your Financial Life and More which was published in 2012 and is available at amazon and other on line bookstores.
Renee is a graduate of The University of Michigan and the Financial Planning Association Residency Program held at De Paul University. She serves her community as a Past President and Pro Bono Director of the Financial Planning Association of Southwest Florida. In addition she volunteers with the Harry Chapin Food Bank of Southwest Florida.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Qualified Kingdom Advisor
Considerations: I am a specialist in planning for retirement which includes identifying a sustainable level of spending and addressing concerns about adverse life events such as the death of a spouse, incapacity and the need for long term care.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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