Glastonbury, CT Office

Richard Failoo Velasquez is a financial advisor with Key Investment Services LLC in Glastonbury, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at KeyBank, Wells Fargo Bank, Wells Fargo Clearing, The Hartford Insurance Group, and Verizon. Key Investment Services LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment model selection combined with non-binding advisor recommendations and ongoing portfolio monitoring.

Sarah Germini is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2016. 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 professional recommendations and works closely with affiliated entities within the KeyCorp group.