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Parker S

Series 63, Series 65

Ithaca, NY

Key Investment Services LLC

Parker Stone is a financial advisor at Key Investment Services LLC with 12 years of experience in the industry. He holds Series 63 and Series 65 designations. His career includes multiple roles within Key Investment Services and KeyBank from 2016 to the present. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet, and offers various wrap programs alongside ancillary insurance products integrated with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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