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Sydney B

Series 66

Eugene, OR

Key Investment Services LLC

Sydney Brisco is a financial advisor with Key Investment Services LLC in Eugene, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Key Investment Services and KeyBank NA in 2024, Brisco worked with Van Clemens & Co., Inc. and Symmetry Financial Group. Outside of financial advising, Brisco operates a website and Etsy shop called Just a Homeowner, which provides digital content aimed at helping homeowners maintain and decorate their homes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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

Series 66

Eugene, OR

Key Investment Services LLC

John Mc Vay Jr. is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2018. Prior to that, he was involved with Magic Moments LLC for one year. Key Investment Services LLC provides a range of advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment strategies, offering model portfolios and access to third-party discretionary managers, while operating within the KeyCorp group and maintaining regulatory oversight and due diligence processes.

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