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Adam G

CFP®, Series 66

Syracuse, NY

Key Investment Services LLC

Adam Gould is a CFP® professional with 12 years of industry experience, currently serving at Key Investment Services LLC. His career includes roles at KeyBank, Wells Fargo Clearing, Merrill, Bank of America, Citizens Securities Inc., LPL Financial, and J.P. Morgan Securities. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment strategies with non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Raymond D

Series 63, Series 66

Syracuse, NY

Key Investment Services LLC

Raymond Durant is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at TIAA-CREF and Missionsquare Retirement before joining KeyBank and Key Investment Services in 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by model selection and ongoing monitoring, with access to third-party discretionary managers and a corporate structure integrated within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Turkessa A

Series 66

Syracuse, NY

Key Investment Services LLC

Turkessa Amoah is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

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