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Mitchell R

Series 66

Erie, PA

Key Investment Services LLC

Mitchell Ruff is a Series 66-licensed financial advisor with Key Investment Services LLC and has one year of industry experience. Prior to joining Key Investment Services and KeyBank in 2026, he worked at Equitable Advisors, LLC for two years. Outside of his financial career, Mr. Ruff has experience as the executor of his father’s estate. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage and insurance products available via affiliated entities. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Minuet C

Series 63, Series 65

Erie, PA

Key Investment Services LLC

Minuet Caldwell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Cetera, First National Bank of PA, KeyBank, and Schwans. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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