Key Holleman

  • Key Holleman, , CFP®

    Financial Advisor, RJFS

    Senior Vice President

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™ professional. 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 19+ 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 Class leader and past Deacon and on various committees. He currently serves on the Board of the Southern Baptist Foundation 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.