Isabella Foltyniak is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked with firms including Exp Realty, Delighted Hospitality Group, Keller Williams, ReMax Plus, and Axa Advisors. Foltyniak also serves as a project management consultant for the Society for the Protection and Care of Children (SPCC), assisting with event planning and marketing efforts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment strategies and provides access to third-party discretionary managers, with oversight and due diligence processes integrated into its service model.

Benjamin Montreuil is a CFP® professional with 10 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, and Mass Mutual Investors Services. Montreuil also serves in the US Army Reserve and represents Yarmouth Road residents as part of a local neighborhood association. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and businesses through various program offerings and model portfolios. The firm’s approach emphasizes client-directed investment selection with non-binding recommendations and ongoing oversight, supported by its integration within the KeyCorp group and affiliated financial entities.