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Adam D

Series 66

Powell, OH

Key Investment Services LLC

Adam Donehue is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes a year at UBS Financial Services and multiple tenures at Key Investment Services LLC since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating resources from KeyCorp affiliates and offering various wrap-fee programs through a network of financial professionals.

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