Timothy J. Anderson is a Senior Vice President of KeyBank National Association and oversees the Key Private Bank teams in the Michigan and Northwest Ohio Markets.  The Private Bank team consists of Relationship Managers, Trust Officers, Portfolio Managers and support staff.   It is the largest Private Bank team at Key, outside of Cleveland, and this team of professionals collectively manage $3.2 billion in assets.

 

Under Tim’s leadership, his sales team provides comprehensive, investment, trust, banking, and planning solutions for generations of high net worth individuals and their families.  Through a team based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth.  One of Tim’s major accomplishments, in his short tenure at KeyBank, is that his private bank team is now able to offer advisory services  to the employees at the University of Michigan through the Fidelity Platform.  His specialized team is able to assist U of M employees in navigating them through their retirement plans and offering the full breadth and depth of our wealth management services.

Tim has more than 25 years of financial services experience including serving as Vice President and Team Director at PNC, a Wealth Strategist at Bank of America; Director of Financial Planning at American Express Financial Advisors and Financial Planning Specialist at J. J. B. Hilliard, W.L. Lyons.

Tim holds a Bachelor of Arts in Political Science from Oakland University, and is a Certified Financial Planner.  He is active in the community serving on the board of Coalition On Temporary Shelter (COTS) and Child Safe Michigan.

Tim resides in Huntington Woods, Michigan with his wife Elizabeth and two daughters.