Daryl Gordon serves as the Senior Vice President and Senior Fiduciary Strategist at Key Private Bank, where he leverages his extensive expertise in wealth management to provide tailored fiduciary solutions for high net worth individuals and families. With a robust background in estate planning, retirement...
Daryl Gordon serves as the Senior Vice President and Senior Fiduciary Strategist at Key Private Bank, where he leverages his extensive expertise in wealth management to provide tailored fiduciary solutions for high net worth individuals and families. With a robust background in estate planning, retirement planning, and taxation, Daryl is adept at navigating the complexities of wealth preservation and asset management. His role involves consulting with clients and their advisors to develop intricate estate and financial plans that prioritize asset preservation, tax minimization, and effective next-generation wealth transfer strategies.
Daryl's commitment to delivering sophisticated fiduciary solutions is evident in his approach to client engagement. He understands that each client's financial landscape is unique, and he excels in crafting personalized strategies that align with their specific goals and values. His proficiency in alternative investments and risk management further enhances his ability to offer comprehensive financial advisory services, ensuring that clients are well-equipped to navigate the evolving market dynamics.
As a Magna Cum Laude graduate of Quinnipiac University School of Law, Daryl combines his legal knowledge with practical financial acumen, making him a trusted advisor in the fiduciary industry. His deep understanding of trusts, wills, and insurance products allows him to provide holistic wealth management services that address both immediate and long-term financial objectives. Through his leadership at Key Private Bank, Daryl continues to empower clients to achieve their financial aspirations while safeguarding their legacies for future generations.
