Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to her current role, she worked at Key Bank NA for 27 years. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Steven Beck is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, providing integrated financial services and supervisory oversight.