About Us

Financial Advisor Image
Key Holleman, CFP®
Sr. Vice President, Investments
Direct: 615-764-3210

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.

Key began this career in the late 1990s after 7 years with IBM Corporation.  Now working with clients for 17+ years, his focus is on establishing a solid relationship with them as importantly as overseeing their investments and Financial Planning.  Among his premises:

Preservation of capital is the foundation.
Risk Management is crucial.
High-quality investments at sensible or compelling prices.
Understanding the client as we invest.
Decisions and recommendations made with the whole picture in mind.
Integrity is irreplaceable.

Key is married to Anne and they have two children, William and Hannah, that are the joy of their lives. Key is involved in his church and serves as a past Deacon and on the Finance and Missions committees.  He currently serves on the Boards of the Southern Baptist Foundation and of the Baptist Healing Trust, and remains involved with the Kiwanis Club of Nashville.   

Key is a native Nashvillian and a graduate of Baylor University.  In addition to family and work, he also enjoys reading, golf, time with friends, and the neverending study of the financial markets.  He also remains in triathlon training for no particular Triathlon ahead.

Lisa Shelton
Sales Associate
Direct: 615-764-3211

Lisa Shelton joined our firm in mid July.  Lisa has several years of industry experience and joins us having previously worked at Wells Fargo Advisors.  She is married and a mother of 4 boys. Originally
from New York she has enjoyed the south for 18 years.  She has a strong,
fundamental understanding of how we do business and is already a terrific asset. 

Lisa enjoys spending time with her family and friends, and
spends most of her free time watching her sons on the athletic field.

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.

Milestone spotlight

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 112 consecutive quarters of profitability achieved through 2015.1

By the numbers*

  • Approximately 6,700 financial advisors
  • More than 2.7 million client accounts
  • Over 2,700 locations throughout the United States, Canada and overseas
  • Approximately $500 billion in total client assets

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 12/31/2015

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.

Financial Advisor Image
Key Holleman, CFP® Sr. Vice President, Investments
1550 West McEwen Drive
Suite 375
FranklinTN 37067
Phone: 615-764-3200
Fax: 615-764-0958
Toll-Free: 866-776-5529
Direct: 615-764-3210
Contact Us

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.

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Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.