Robert Hope is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jodi Sherman is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Key Investment Services and KeyBank since 2016. Outside of her advisory role, she is involved in a craft-making hobby business and serves as treasurer on the board of a condominium association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client direction in investment strategy selection and ongoing monitoring. The firm operates within the KeyCorp group and coordinates closely with affiliated entities to provide integrated financial services.