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Aidan S
Series 66
Storrs, CT
Key Investment Services LLC
Aidan Shaffer is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance Company, and West Hartford Leisure Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider investment platform with both discretionary and non-discretionary model management.
Michele S
Series 63, Series 66
Storrs, CT
Key Investment Services LLC
Michele Spruell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her career includes multiple roles at Key Investment Services LLC and Key Bank. 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 portfolio management and model-based advisory products, using a multi-provider platform and integration with KeyCorp affiliates for various financial services.
Lisa I
Series 63, Series 66
Storrs, CT
Key Investment Services LLC
Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selections, and it integrates services from KeyCorp affiliates including banking and capital markets.
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