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Hayley A

Series 63, Series 66

Medford, OR

Key Investment Services LLC

Hayley Andrews is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior work includes roles at Key Investment Associates and KeyBank, where she spent 14 years. 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 model selection supported by non-binding advisor recommendations and ongoing monitoring.

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

Series 63, Series 65

Medford, OR

Key Investment Services LLC

Wesley Minton is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in insurance agencies and the California Department of Corrections and Rehabilitation. Key Investment Services LLC serves a range of clients including individuals, trusts, estates, small businesses, and corporations. The firm offers wrap-fee advisory programs, model portfolios, managed accounts, and brokerage and insurance products, emphasizing 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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