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Andrew R

Series 63, Series 66

Naples, FL

Key Investment Services LLC

Andrew Reddish is a financial advisor at Key Investment Services LLC in Naples, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Bank of America, N.A. and Merrill, where he worked for over 20 years combined. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining internal and third-party portfolio management, with a focus on non-discretionary client model selection and integrated services through 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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Robert W

Series 63, Series 65

Naples, FL

Key Investment Services LLC

Robert Weiss is a financial advisor with Key Investment Services LLC in Naples, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services, among others. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates, combining portfolio management, model-based advisory products, and ancillary insurance offerings.

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