Key Holleman, CFP®
Sr. Vice President, Investments
Key offers specialized investment counseling and financial planning services for individual investors, families, trusts, foundations, and small-mid sized businesses. He is a Certified Financial Planner™. His belief in the foundations of Trust, Proficiency, and Integrity are the core of his relationships and his work.
Registered Sales Assistant
Christy came to Nashville in 2000 as a music major in Vocal Performance from Birmingham-Southern College. She entered the finance industry in 2003 as a sales assistant and has obtained her series 7 and series 66 licenses. Prior to joining Raymond James, she was with UBS Financial Services.
Christy is focused on providing exceptional customer service. She manages the administrative and operational side of the business, assisting the team with account conversions and transactions, as well as many other administrative projects.
Christy resides in Thompson Station with her husband Sam and their daughter Dakota. In her spare time she enjoys singing, playing the piano, reading, and all outdoor activities with her family.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 4/23/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.