Key Holleman, CFP®
Senior Vice President - Investments
Financial Advisor, Raymond James Financial Service
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
Renee is a Nashville native and has worked in financial and client services for 20 years. She started her career at Equitable Securities Corporation in 1996 and is now a valuable resource to my team at Raymond James. Renee enjoys building relationships with each individual client and meeting their financial needs professionally and promptly.
Renee’s family consists of her husband Ron, 14 year old son Sebastian and two step sons, Matt and Mitchell. They enjoy spending time with family, hiking, sports, traveling and doing anything outdoors.
Renee is Series 7 and 63 registered.
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.
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 9/30/2016
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.
33 Music Square West
Nashville, TN 37203
Direct: 615-564-6356Contact 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.