Caitlyn Salloum,

In an ever-changing industry, leading an organization with enthusiasm and confidence is essential to the success of the business and its clients. Caitlyn is the personification of these necessities. She leads with dedication and integrity as a Wealth Advisor, the Founder, and President of Key Wealth Management.

Caitlyn attained the prestigious CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification and has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the complex financial needs of high-net-worth individuals, families, and organizations, along with her mastery of the strategies and resources necessary to support their expansive financial interests. She also holds the Accredited Asset Management Specialist℠ designation and remains committed to furthering her industry education.

Caitlyn has been recognized by Forbes nine times in the past three years. Most recently, she was named a 2026 Forbes Best-in-State Women Wealth Advisors, 2026 Forbes Best-in-State Wealth Advisors, InvestmentNews 5-Star Financial Planners 2026, 2025 Best-In-State Top Women Wealth Advisor, 2025 Forbes Best-In-State Top Wealth Advisor and AdvisorHub 100 Women Advisors to Watch 2025; testaments to her dedication to financial excellence and unwavering commitment to her clients.

As a child, Caitlyn would often tell her family that she wanted to be a banker or a counselor. Always determined, these aspirations set her on a course toward the career she built, which ultimately combined both goals from her childhood. Today, Caitlyn’s goal is to empower her clients through education and the creation of a financial plan that aligns with their life’s vision.

Understanding the complexities of the financial industry comes naturally to Caitlyn. She can translate complicated topics into a manner that is relatable and easy to understand so that clients can make well-informed decisions and feel confident in their choices as they develop a framework around their goals.

Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP^®, she is thorough when establishing and maintaining relationships with clients to ensure each aspect of their life is addressed in a comprehensive plan. She believes it’s imperative to utilize the expertise of others to get the best results possible. Therefore, her team will regularly enlist the knowledge of other trusted professionals such as attorneys, CPAs, real estate agents, and budget specialists to provide necessary guidance for clients based on their unique situations.

Before joining Raymond James, Caitlyn was a financial advisor with Edward Jones for nine years, where she served as a growth leader, field trainer and mentor for her colleagues. She graduated cum laude from Arizona State University with a bachelor’s degree in Finance.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

InvestmentNews 5-Star Financial Planners 2026 recognizes financial planners selected through an objective review and benchmarking process conducted by the InvestmentNews editorial team. Nominations were accepted from industry peers, colleagues, clients and self-nominated individuals; only financial planners formally nominated during the survey period were considered for evaluation. Nominators were required to submit detailed information for each nominee, including professional credentials, areas of expertise, and notable achievements from calendar year 2025. Winners were evaluated based on professional credentials and qualifications, demonstrated areas of specialization or expertise, significant professional or business achievements, and evidence of integrity, professionalism, and client-focused service. Out of 231 nominees, 80 won the award. This ranking is based on the period from 01/01/2025 to 12/31/2025 and was released on 04/22/2026. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's or team’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with InvestmentNews.

2025 AdvisorHub 100 Women Advisors to Watch, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/18/2025. 1,972 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/3FP6FuX

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.