Boris Kagarlitskiy

I am a Private Client Advisor with Key Private Client, a premier experience offering clients a dedicated team, premium banking products and a personalized wealth roadmap to help them fulfill their goals.

As a Private Client Advisor, I support families and individuals' pursuit of their objectives by helping them align their wealth with their aspirations through a goals-based planning approach. Collaboration is at the core of my practice. I partner with our internal experts across local KeyBank branches and Key Wealth to deliver sophisticated solutions that address complex financial needs. Leveraging Key Wealth’s Chief Investment Office for extensive market insight, industry trends, and proactive strategies, I empower my clients and their families to navigate decisions with confidence. With more than 20 years of experience in the financial industry, I joined Key Investment Services in 2008. I earned my Master's Degree in Advanced Financial Planning with focus on Behavioral Finance from Kansas State University. I also hold a CFP® and ChFC® designations and FINRA Series 7,63 and 65 licenses. Please direct all business communication to me at boris_kagarlitskiy@kisinvestments.com Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. and SECregistered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are non-bank affiliates of KeyBank National Association (KeyBank).