key Investment Services LLC

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Tucker Asset Management LLC, Tumolo Financial, Horace Mann Investors Inc., and Citizens Securities, Inc. Mercer is based in Vernon, CT. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs, providing clients with access to model portfolios and third-party management within a bank-affiliated structure.

Kimberly Bish is a financial advisor at key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and has been with key Investment Services since 2015, alongside a concurrent tenure at Key Bank dating back to 2006. Bish volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs, providing clients with access to third-party managers and maintaining committees to oversee product due diligence and program suitability.

Mark Lomonaco is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and First Niagara Bank. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm focuses on non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

James Matthews is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers alongside affiliated bank-developed models.

Heather Periana is a financial advisor at Key Investment Services LLC with eight years of industry experience. She has worked at KeyBank from 2006 to 2017 before joining Key Investment Services LLC, where she has been since 2017. She holds the Series 66 designation. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment solutions to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes affiliated bank-developed model portfolios, with oversight provided by dedicated due diligence and advisory committees.

Mary Angela Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively within the KeyBank group since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and businesses. The firm primarily operates through non-discretionary, model-based wrap programs, providing non-binding recommendations while third-party managers often retain discretionary trading authority.

Itzel Lopez Hernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 2022. Outside of finance, she works as a sales associate at Banana Republic in Woodburn, Oregon. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and collaborates with third-party managers, with oversight provided by dedicated due diligence committees.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial, Fifth Third Securities, Fifth Third Bank, and Time Warner Cable. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and utilizes third-party managers, with oversight provided by dedicated committees and affiliation with the KeyBank/KeyCorp banking group.

Jason Tompkins is a financial advisor with Key Investment Services LLC in Yakima, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Key Investment Services since 2011. Outside of his advisory role, he is involved in buying and selling trading cards. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Caleb Boy is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including NewEdge Advisors, Wealth Strategies Partners, and Raymond James Financial Services Inc. Prior to his advisory roles, he has held positions in various industries such as education and retail. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs third-party managers who often have discretionary authority to implement trades within the chosen models.

Joel Larson is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked at KeyBank and Equitable Advisors. Outside of his advisory role, he is the sole owner of JRL Homes LLC, a rental property management company. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily uses non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Robert Miller is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes eight years at UBS Financial Services Inc. from 2015 to 2023. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and employs third-party managers, such as BNY Mellon Advisors, Inc., to implement trades within selected models.

Hugo Vazquez Alcala is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Samuel Niesslein Jr. is a financial advisor with key Investment Services LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Edward Jones and Oregon State Credit Union. Niesslein Jr. is a member of the Rotary Club of Philomath, Oregon, where he participates in community service activities. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, utilizing bank-developed investment models and maintaining committees for product due diligence and advisory oversight.