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Camilla M

ChFC®, Series 63, Series 66

Geneseo, NY

Key Investment Services LLC

Camilla Merrick is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes eight years at M&T Bank and M&T Securities, Inc., and one year at LPL Financial LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

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

Series 66, Series 63

Geneseo, NY

Key Investment Services LLC

Alec Schumacher is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has three years of industry experience and previously worked in various roles at KeyBank and other companies, including Fetch Logistics and Shoe Show Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment choices supported by product due diligence, ongoing monitoring, and collaboration with affiliated entities within the KeyCorp group.

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