Monongahela, PA Office

Team
Updated today

Client AUM

$8,774,488,385

Clients

34,509

Advisors

2

Of 641 advisors across 353 offices

Location

318 West Main St

Monongahela PA 15063

Advisors at this office

2

Advisors at this office

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Mykel H

Series 66

Monongahela, PA

Key Investment Services LLc

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and PNC Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.

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

Series 66

Monongahela, PA

Key Investment Services LLc

Lukas Goehring is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at KeyBank and Saint Vincent College prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

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