An elevated advisory experience for your personalized needs
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.
Caitlyn Salloum, CFP® of Key Wealth Management was named on the 2024 Forbes Best-in-State Top Wealth Advisors and the 2024 Forbes Best-in-State Top Women Wealth Advisors lists for the branch.
Forbes Top Wealth Advisors Best-In-State (2024)
2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/best-in-state-wealth-advisors.
Forbes Top Women Wealth Advisors Best-In-State (2024)
The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/lists/best-in-state-women-advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James is not affiliated with the above organizations and/or charitable causes.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Key Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
