Williamsville, NY Sheridan Drive Office

Thomas Fino is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Key Investment Services and affiliated entities since 2016, including time at KeyBank. 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 model selection and ongoing product due diligence, operating within the KeyCorp group and maintaining relationships with affiliated financial entities.

Kevin Dorr is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at KeyBank since 2016, including his current role since 2019. Outside of his advisory work, he is the managing member of CASA DE MAMI LLC, a family-owned residential rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed investment decisions supported by non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and provides access to third-party discretionary managers along with supervisory oversight and periodic rebalancing.

Peter Bushman is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at notable firms including HSBC Securities and M&T Securities. Bushman is currently based in Williamsville, NY. Key Investment Services LLC provides advisory and brokerage 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 investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.