Old Saybrook, CT Office

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Horace Mann Investors Inc. and Citizens Securities, Inc. Mercer is based in Old Saybrook, CT. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while leveraging its corporate affiliations within the KeyCorp group to provide integrated financial services.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes roles at J.P. Morgan Securities, Wells Fargo Bank, and KeyBank. Outside of advisory work, she owns Miss Ramah LLC, a clothing business, and works as a part-time driver for Uber and Lyft. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Daniel Frey is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016, concurrently working with KeyBank since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.